Neo Sales RM Branch
Kotak Securities · Remote
Source and collection record
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Collected role description
<p class="MsoNormal" style="margin-bottom:7.5pt;"><b><u><span lang="en-us" style="font-size:10.5pt;font-family:Roboto;color:#000000;" xml:lang="en-us">Roles:</span></u></b></p> <ol start="1" type="1"> <li class="MsoNormal" style="color:#000000;"><span lang="en-us" style="font-size:10.5pt;font-family:Roboto;" xml:lang="en-us">Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients</span></li> <li class="MsoNormal" style="color:#000000;"><span lang="en-us" style="font-size:10.5pt;font-family:Roboto;" xml:lang="en-us">Will be responsible for primarily selling Equity based investment products.</span></li> <li class="MsoNormal" style="color:#000000;"><span lang="en-us" style="font-size:10.5pt;font-family:Roboto;" xml:lang="en-us">Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.</span></li> <li class="MsoNormal" style="color:#000000;"><span lang="en-us" style="font-size:10.5pt;font-family:Roboto;" xml:lang="en-us">Responsible for achieving targets as assigned by the organization on a monthly basis.</span></li> <li class="MsoNormal" style="color:#000000;"><span lang="en-us" style="font-size:10.5pt;font-family:Roboto;" xml:lang="en-us">Provide regular updates to the immediate superior as and<b> </b>when required</span></li> </ol>