Broking - Neo Sales RM Branch - East
Kotak Securities · Remote
Collected role description
Role overview
Broking - Neo Sales RM Branch - East at Kotak Securities
Responsibilities
- Provide regular updates to the immediate superior as and when required
Additional role details
- Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
- Will 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.