About Karvy

Karvy is a premier integrated financial services company, ranked amongst the top-5 in the country across all the business segments that it has presence in. The Group services over 70 million individual investors in various capacities, and provides investor services to 600 of the best of Corporate India. Karvy covers the entire spectrum of financial services, such as stock broking, registry services, depository services, distribution (of financial products including mutual funds, bonds and fixed deposits), commodities broking, currencies broking, personal finance advisory services, merchant banking and corporate finance, wealth management, NBFC, insurance repository, equity placement and IPOs among others. The Group is professionally managed with combined staff strength of nearly 8500 employees across the length and breadth of the country and ranks among the best in technology, operations and research.

Purpose of role :

- To generate sales from third party product by selling them to the customers (both Retail and HNI)

Key Responsibilities :

- Team Management

- Responsible for selling Mutual fund Products and cross sell other third party products.

- Prospecting of customers through New client acquisition, network, data base, References and open market.

- Ability to inspire trust and confidence in clients.

- To engage clients in meaningful conversations about their finances and take active interest in their financial investments.

- Ability to process several inputs provided by research team and other sources and apply them to the specific context .

Qualification, Experience & Desired Skills :

- Any Graduate with 6 to 10 years of work experience into Team Management and selling of financial products.

- NISM certification will be an added advantage(Not compulsory) .

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.

- Good understanding of financial products and presentation of those to customers.

- Excellent customer relationship management.

- Excellent oral and written communication skills with clarity of thought, speech and expression.

- Excellent interpersonal skills.

- Good Analytical Skills.

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