BrokingAcquisitionN.A.-Neo Sales RM Branch

Kotak Mahindra Bank·Aurangabad, Maharashtra

Pay not stated1–4 yrsFull-time

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About the role

Broking*Acquisition*N.A.-Neo Sales RM Branch at Kotak Mahindra Bank. Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients.

What you'll do

Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
Be responsible for primarily selling Equity based investment products
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options
Responsible for achieving targets as assigned by the organization on a monthly basis
Provide regular updates to the immediate superior as and when required