Business Development Executive - Equity/Mutual Fund (1-4 yrs)
Job Description:
- Acquire new clients for Demat & Trading accounts through networking, data base, and references.
- End to end customer relationship management.
- Meet Non-Trading Customers and activate them.
- Sell online accounts to customers and encourage them to trade online.
- Have a customer centric approach and ensure that customer is serviced well.
- Ensure that customer trades actively after opening of the trading account.
- To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and execute trade.
- Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy.
- Help customers to Execute trade online and place orders on behalf of customers
Selection Criteria
- BBA, B.Com, B.A., B.Sc. M Com, PGDM/MBA- Finance.
- Should have at least 1-3 years of work experience in Broking / Insurance (Life, General, or Health) / Bank.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
