Branch Sales Metro
KotakSurat, Gujarat, India
Posted February 13, 2023
Full Time
About the Company
Kotak Mahindra Group is a leading Indian financial services conglomerate offering banking, insurance, and investment services.
Job Description
This Branch Sales position in Surat, Gujarat, involves acquiring new clients, building relationships, and selling investment products. The role focuses on understanding customer needs, assessing risk, and achieving monthly targets. Responsibilities include providing regular updates to management.
Requirements
- New client acquisition
- Relationship building with existing clients
- Selling equity-based investment products
- Identifying customer needs
- Assessing risk appetite
- Providing investment options
- Achievement of targets
- Regular communication with superior
- Strong networking & relationship building skills