Relationship Executive

CapitalVia

0 years

0 Lacs

Indore Madhya Pradesh India

Posted:6 days ago| Platform:

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Skills Required

trading communication presentation

Work Mode

On-site

Job Type

Full Time

Job Description

Roles and Responsibilities

New client acquisition for Trading and Demat account.
Revenue generation through brokerage.
Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)
Monitor and review team members' performance and help the team to achieve maximum business
Maintaining client relationship
Remain update about the latest investment products and market trend
To guide the client about the suitable investment / trading products as per clients profile
To ensure the achievement of Acquisition Targets of HNI clients, Retail clients

Desired Candidate Profile

Should have depth knowledge of all financial products
Should be target oriented
Should have good communication, presentation and interpersonal skills
Should have good telemarketing skills
Should be self-initiative
Remain updated about the present market scenario and financial market products and trends
Should have the zeal to help clients in achieving their financial goals

Qualifcation, Experience, CTC:-

Any Graduate/Any Post Graduate
Must have Experience in Stock Broking industry
Work from Office
2.5LPA to 5LPA

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