Kotak Securities Ltd.

Hisar, Rohtak, Nashik – www.kotaksecurities.com – 20/03/2023

Salary – Based on current CTC

Job Title

Branch Sales – RM

Company Profile

Kotak Securities Limited (KSL), a subsidiary of Kotak Mahindra Bank, is one of India’s largest full-service stock broking firms catering to retail and institutional investors across all segments of the capital market. Through a tie-up with partner brokers, the company also provides direct access to the US markets.

Job Profile & Responsibilities

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

Preferred Qualifications

  • Graduate / Post graduate.
  • CWM Certifications.

Desired Candidate Profile

  • Should have 1 – 4 yrs experience in direct selling of financial products from any financial services industry.
  • Should have good communication & presentation skills.
  • May have good existing client relationships in the market.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills.


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