Posted:5 days ago| Platform: Shine logo

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Job Type

Full Time

Job Description

Dear Candidate,

Greetings From"APEX SERVICES"

Role-  HNI Dealer

CTC- upto- 10 LPA + incentive + Other benefit

Roles and Responsibilities:

  • Client Acquisition and On-boarding:

  • Identify, prospect, and on-board new clients through networking, referrals, and market research.
  • Conduct meetings with potential clients to understand their financial objectives and introduce
    suitable financial products.
  • Ensure a seamless on-boarding process for new clients, including KYC compliance and account
  • Sales and Revenue Generation:

  • Achieve quarterly targets for client acquisition and revenue generation.
  • Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income
    products, and insurance.
  • Actively promote brokerage services to increase trading volumes and client participation.
  • Relationship Management:

  • Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions.

  • Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance.

  • Resolve client queries and ensure satisfaction with the companys services.

 

Skills:

  • 2-5 years of experience in client acquisition, sales, or business development in the financial services or broking industry.
  • Proven track record of meeting or exceeding sales and acquisition targets.
  • Strong knowledge of financial markets, trading platforms, and broking products.
  • Excellent communication, negotiation, and interpersonal skills.

apex.shivprabhahr@gmail.com

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