HR at Ishatva Management Solutions
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Executive - Sales - Demat Account (1-3 yrs)
Job Responsibilities :
- Opening of Demat Accounts and to complete his/her targets.
- Will be responsible to map potential customers and existing clients for referrals to generate sales leads.
- Document collections, KYC and other verification.
- Responsible to make outbound calls and visit if necessary to sell/ open Demat Accounts
- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
- Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.
- To maintain a synergetic relationship.
- To keep abreast with the market knowledge and market intelligence.
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Provide regular updates to the immediate superior as and when required.
- Reporting to the process Head.
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