Head HR at Aarav Software Services Pvt Ltd
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Manager - Business Development/Relationship Management - Investment Solutions (0-5 yrs)
Job Description :
As business development (Sales) team you play a very important role towards the growth of the organization.
- As part of this role you are responsible for acquiring customers, identifying customer needs, assessing their risk appetite and providing them investment solutions through financial planning.
- Proactive measures to be implemented for getting a larger share of the investment portfolio. Generate high revenues for the organization through various channels.
Key Performance Indicator :
- New Client Acquisition :
- Daily client visits to at least 3 new clients
- Mapping local clients in the area
- On-boarding least (3/4/5) clients with qualified accounts per month
- Driving Sales and maintaining a high level of cross-sell & revenue generation :
Equities & Currency
Commodities
Third party product Sales
Client Service and relationship management :
Maintaining Customer Relationship
Tapping New Business Avenues
Portfolio Management
Sales Reporting to immediate manager on daily basis.
Selection Criteria :
- Good communication (verbal and written) skills
- Ability to speak in local language and English
- Strong selling and negotiation skills
- Minimum of 6 months of relevant experience of sales with proven record
- Understanding of local market and client base
- Understand basic computer skills of using email, Microsoft office
- Graduate from recognized university or college
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