• Client Relationship Officer - kotak life insurance company Jobs in Delhi,India - 25305871

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  • 1 - 4 Years
  • Posted : above 1 month

Job Description:

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  • Client sales and service officers, sometimes known as CSSOs, are a type of financial services sales agent employed by the banking and finance industry Working on salary and motivated by commission and bonuses from sales, these sales agents sell and manage the execution of securities products, such as stocks, bonds, treasury notes, debentures, and other investments A CSSO serves as a consultant on transactional details and - once accounts are sold - maintains a relationship with clients and caters to their individual needs


    Most often working within a banking environment and enjoying predictable work hours and good benefits, CSSOs might find themselves performing the following tasks during any given day

  • Troubleshooting potential problems

  • Handling inquiries related to a new client

  • Co-signing for securities transfer

  • Identifying investment objectives

  • Describing the characteristics, rewards, and risks of any particular security

  • Informing the customer of tax implications for each investment

  • Meeting regulatory compliance standards



  • In order to be a sales and services officer, one needs to obtain a bachelors degree from a 4-year college or university Individuals looking to advance and possibly enter management may benefit from earning an MBA

  • A bachelors degree in accounting, finance, economics, or business is important to employers of securities of sales agents, reports the BLS These 4-year baccalaureate programs are very common and emphasize knowledge of investments and corporate financial policy Graduates finish with a working knowledge of capital allocation, market function, and risk management, all of which are necessary for a solid grasp of securities execution In addition, these degree programs prepare students specifically for the professional examinations securities agents are required to take


    Although not required, a Master of Business Administration (MBA) that emphasizes a financial field is helpful for advancement in securities sales and banking The gold standard in business graduate education, these 2-year programs hone students focus on finance principles and their application in capital markets and investments An MBA in finance is designed to prepare graduates for a long-term professional career in banking for the finance industry by immersing them in a business-oriented curriculum that may include the following classes

  • Commercial and investment banking

  • Investment management

  • Security analysis and hedge funds

  • Capital markets

  • Derivatives and risk management

  • Mergers and acquisitions and corporate reorganization
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Others - Insurance, Loan, Finance, Security, Sales
    Functional Area : Banks/Insurance/Financial Services, Sales/Business Development
    Role : Bank Assurance, Relationship Mgmt, Direct/Commission Sa
    Salary : Rs 2.20 - 4.00 Lacs p.a.
    Deadline : 02nd Jun 2020

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