Senior Associate at Loyli
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Associate/Manager/Senior Manager - Equity Sales (0-10 yrs)
Minimun 6 months experience may also apply
Job Title : Associate/Manager/Senior Manager
Job Category : Equity Sales
Department : Sales
Role and Responsibilities :
- The Relationship Manager will be responsible for acquiring new clients
- Maintaining client / Channel partner relationships and generate revenue from CP and clients.
- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- To coordinate with product and research team (Centralize Team) for taking investment decision for the clients
- Sourcing and servicing Demat A/C and for Equity Sales and resolving queries
- Revenue generation through new and existing client
- Coordination with KYC team for documentation and compliance
Qualifications and Years of Experience :
- Any graduate/ MBA Finance
- Years of Experience- 6months to 8 Years only from Equity Industry
Preferred Skills :
- NISM Certified preferred
- Excellent communication skills, Good convincing/presentation skills.
- Go getter attitude with prior achievements appreciated.
- Team player, should be able to work under pressure as & when required.
- Knowledge of MS Excel, ppt & CRM know how is added advantage
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
