Urgent Hiring For Sales Executive For Equity Sales and Mutual Funds- Kolkata

View: 101

Update day: 30-05-2024

Location: Patiala Punjab

Category: Sales

Industry: Information Technology Services

Position: Associate

Job type: Full-time

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Job content

Achieving the Business targets assigned in terms of, generating revenue, acquiring clients, enhancing and upgrading the client relationships
Profiling Customers and suggesting financial products to meet customer needs as per their risk appetite
Ensuring the highest levels of service to the clients
Responsible for activation of trading account of clients, assisting new entrants in the equity market to understand the dynamics of market
Responsible for cross selling products like Insurance, Mutual funds, PMS , SIPs etc to the existing set of customers
Acquire Quality clients (Privilege Category) for Broking Third Party Products through networking, data base, mark
Intelligence, references from existing clients and assigned leads from the organization.
Retention of performing team members.
Generate Cross Sell revenue through Financial Planning
Promote Focus Product of the month.
Maintain records of business on internal software.
Induct new clients to the Dealing Desk for smooth interaction and services.
Liaison with Dealing Desk for revenue generation and query resolution.
Conduct marketing and social activities for Client Acquisition and Financial Planning.
Ensure compliance as per various regulator and organization guidelines.
Maintain the brand image of the organization

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