Urgent | Relationship Executive - Leading broking firm

☞ UMIND CONSULTING

View: 102

Update day: 28-05-2024

Location: Kannur / Cannannore Kerala

Category: Sales

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

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Job content

GENERAL ROLEResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds, etc.Essential Duties ResponsibilitiesNew Client Prospecting - Through cold-calling, appointments, reference,s etcExplain the Company, its products services to existing clients prospectsPromote investments in Equity products, Currency trading, Mutual Funds, Insuranceand PMSUpdate clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs, and onmarket trends.Cross Sell to existing clientsKeep regular contact with the clients of the branch through telephone calls and meetingsAssist team members in the Branch to close leadsProvide investment application forms to clients and assist them in fillingProvide after-sales service, follow-up, and ensure client retentionEnsure the maintenance and enhancement of the AUM of the branchPrepare daily sales report and send to Branch Head and Sales ManagerMake prompt entries in the back office of business done by a branch in the Equity Currency SegmentsSupport branch promotional activitiesGeneralStrive towards achieving individual goals and thereby the branch andorganizational goals.These duties and responsibilities are only illustrative and not exhaustive and are liable to modificationsFurther more details contact: 9388385105Mail ID - Info@umindconsulting.orgThis job is provided by Shine.com
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Deadline: 12-07-2024

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