Executive - Business Development - Broking & Advisory Services (1-3 yrs)
Job Description :
It is an international broking and advisory services firm, provides retail stock broking facilities.It is an Intermarkets Limited is a Global Business Company (GBC1) incorporated and regulated by the Financial Services Commission, Mauritius. It is an Intermarkets Limited is fully licensed and regulated by the FSC Mauritius as a Full Services Investment Dealer (excluding underwriting), under the licence number C112010690.
ROLE BRIEF:
We have an opening for SALES Executive that are specialized or have previous experience of working with financial service sector. The requirement requires Marketing financial/investment product(s) directly to retail clients. Developing a database of prospects and leads and converting the acquired data into client meetings and follow-ups with eventual conversion to sales within a reasonable time period. Providing clients with after sales advise and troubleshooting services with respect to their investment activity and acting as a medium between the company and the client.
RESPONSIBILITIES:
- 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
- BBA, B.Com, B.A., B.Sc., MBA-Finance, M Com, PGDM/MBA- Finance.
- Should have at least 1-3 years of work experience in Broking / Insurance (Life, General, or Health) / Bank.
- Experience of having successful Broker relationships would be an added advantage.
- Follow in house Research Reports, Company news and track company performance.
- Must possess excellent verbal and written communication skills.
- Effective time management.
- Must be able to prioritize and multi-task effectively Have a passion for problem solving, the ability to quickly learn new concepts, and must be able to interact with all levels of technical and business teams.
- Proven ability to work independently or as an integral member of a team.
- Be a team player, self-motivated and able to work collaboratively across organizations and geographic.
- General IT Skills(Office/Internet), decent understanding of online research methods.
- Standard language and communication skills required for all client facing positions.
PLACE: Gurgaon.
Qualification : Any Graduate
Working Days : 6 Days a Week (11:30 AM to 8:30 PM)
Job Nature : Full Time
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