Branch Head at Research Mart
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Associate - Financial Sales (0-1 yrs)
Job Brief: We are looking for a Financial Sales Associate to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money in Stock Market. The ideal candidate will be able to research marketplace on available products and services, identify customers- needs, design financial strategies and close a sale. Assessing client's overall financial picture, understand their needs and develop a solid financial plan. Guiding clients towards a profitable and secure financial decision.
- Effectively engaging with the customers and generating the targeted revenue.
- Calling prospective customers and engaging with them to maximize sales.
- Achieve & Managing Team & their Targets.
- Ability to advise the clients from time to time based on the research calls.
- Focusing on building long-term relationships with the customers.
- Ensuring that the customer's information is maintained and updated in CRM.
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