PBG Desk

Acme Services

1 - 6 years

1 - 6 Lacs

Mumbai Maharashtra India

Posted:22 hours ago| Platform: Foundit logo

Apply

Skills Required

Stock Market Communication Skills Client Acquisition Cross-selling Research Idea Pitching Interpersonal Skills

Work Mode

On-site

Job Type

Full Time

Job Description

Responsibilities:

Order Placement:
Accurately place orders for clients after obtaining proper consent, ensuring all transactions are processed correctly.
Client Relationship Building & Education:
Build strong, lasting relationships with clients and educate them comprehensively about various investment opportunities and strategies.
Client Acquisition & Cross-selling:
Achieve client acquisition targets and effectively cross-sell third-party financial products such as Mutual Funds (MF), Insurance, Fixed Deposits (FD), and RBI Bonds.
Client Meetings:
Conduct direct client meetings and participate in joint meetings with Bank PBG Relationship Managers to deepen client relationships and drive sales.
Research Idea Pitching:
Proactively pitch the company's research ideas and investment recommendations to customers, demonstrating value and expertise.

Required Skills:

Graduation is a must.
NISM 8 certification (Equity & Derivatives)
/
NISM 5 certification (Mutual Funds)
.
Mandatory
Stock Market knowledge
.
Good communication skills (verbal and written).
Strong interpersonal skills.
Ability to understand client needs and provide suitable investment advice.

More Jobs at Acme Services

Sourcing executive

Mumbai

1 - 4 yrs

INR 0 - 3 Lacs

Article Assistant

Mumbai, Mumbai Suburban, Bangalore Rural, Bengaluru, Mumbai (All Areas)

Experience: Not specified

INR 0 - 0 Lacs

Tax Manager

Mumbai, Maharashtra, India

5 - 8 yrs

Salary: Not disclosed

Key Account Manager - QuickCommerce

Gurugram, Haryana, India

3 - 5 yrs

Salary: Not disclosed

Customer Care Executive

Powai, Mumbai, Maharashtra

Experience: Not specified

INR 0 - 0 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.