Broking, Relationship Manager
broking, relationship manager, Equity, derivaties
1 - 5years Ahmedabad ,Rajkot ,Mumbai ,Mumbai City ,Navi Mumbai ,Pune ,Jaipur ,Kolkata
Sales ,Relationship Management ,Derivatives Analyst ,Equity Dealing ,sales markeing executive ,Stock broking Skill :
Job Description :
- Proactive measures to be implemented for getting a larger share of the investment portfolio. Generate high revenues for the organization through various channels.
- Will be responsible for sourcing & deepening relationships from existing customer base
- Should have effective servicing skills and should be excellent in conflict management.
- Will be responsible for selling Equity based investment products to this set of customer base.
- As part of this role you are responsible for acquiring customers, identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
- Will be responsible to develop business, maximize revenue generation & achieve sales targets
- Equities & Currency, Commodities
- Daily client visits to at least 3 new clients
- Driving Sales and maintaining a high level of cross-sell & revenue generation
- Third party product Sales
- New Client Acquisition
- Sales Reporting to immediate manager on daily basis.
- Client Service and relationship management
- Maintaining Customer Relationship
- Tapping New Business Avenues
- Portfolio Management
Other Details :
Department: Sales / BD
Industry : Consultancy
Roles : Sales Manager
Recruiter Details :
Company Name : SAi Management Consultancy
Company Description : Hr Consultancy
Email : email@example.com