IDEADUNES Company - Business Development Executive

It is a boutique financial services organization that operates a diversified group of companies, that together comprise the Group. With a comprehensive array of services ranging from Capital Market Execution to Private Banking services, we aspire to become the provider of choice for individuals and institutions globally.

Function : Business Development

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),

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.

Qualification : Any Graduate

Working Days : 6 Days a Week (11:30 AM to 8:30 PM)

Job Nature : Full Time

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