- The applicants should have Graduation.
- Educational qualification :
MBA,
- Subject :
FINANCE,
- Freshers or experienced candidates can apply for this job.
- Skills : Proven experience in financial services. · Strong understanding of financial markets, investment products, and trading mechanisms. · Excellent communication, interpersonal, and negotiation skills
- Details : Relevant certifications such as NISM-Series-V-A: Mutual Fund Distributors Certification, NISM-Series-VIII: Equity Derivatives Certification, etc is a plus.
- Job Role : Client Relationship Management
· Build and maintain strong relationships with existing and potential clients.
· Understand clients' financial goals, risk tolerance, and investment preferences.
· Provide personalized investment advice and solutions based on clients' needs.
· Address client queries and concerns promptly and effectively.
Demat & Trading Services:
· Educate clients on trading platforms, and market trends.
· Assist clients in opening demat accounts and facilitate seamless transactions.
· Guide clients in executing buy/sell orders, managing portfolios, and monitoring investments.
· Stay updated on market developments, regulatory changes, and product offerings.
Sales and Business Development
· Identify opportunities to cross-sell demat and trading services to existing clients.
· Prospect and onboard new clients through networking, referrals, and lead generation activities.
· Collaborate with internal teams to develop marketing strategies and promotional campaigns.
· Achieve sales targets and contribute to the growth of the demat and trading business.
Reporting and Documentation
· Maintain accurate records of client interactions, transactions, and account activities.
· Prepare reports on client portfolios, trading volumes, and revenue generation.
· Generate insights from data analysis to improve service quality and client satisfaction.
- Gender: Male/Female
- Age: 18 - 40
- Salary Range (Rs): 15000 - 30000
