Srenior Recruiter at Milestone HR Consultancy
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Executive - Direct Sales - Broking Services Firm (1-5 yrs)
Urgent requirement for the post of Direct Sales Executive in reputed Global Brokerage company.
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 :
1. Acquire new clients for Demat & Trading accounts through Direct Sales (face to face), Cold Calling, networking, data base, and references.
2. Sourcing and converting from existing base of clients or by getting data of existing clients with other firms.
3. End to end customer relationship management.
4. Meet Non-Trading Customers and activate them.
5. Sell online accounts to customers and encourage them to trade online.
6. Have a customer centric approach and ensure that customer is serviced well.
7. Ensure that customer trades actively after opening of the trading account.
8. To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and execute trade.
9. 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.
10. Help customers to Execute trade online and place orders on behalf of customers
EDUCATION, EXPERIENCE & KEY SKILLS :
1. BBA, B.Com, B.A., B.Sc., MBA-Finance, M Com, PGDM/MBA- Finance.
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