Neo Sales RM Branch

Role overview

Neo Sales RM Branch at Kotak Securities

Responsibilities

• Provide regular updates to the immediate superior as and when required

Additional role details

• Roles:
• 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.