Branch Sales - RM and Branch Dealer

1 - 6 years

2 - 4 Lacs

Posted:5 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Department:

Grade:

Roles:

  • Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
  • Will be responsible for primarily selling Equity based investment products.
  • Responsible for generating 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 focus on generating new business.
  • To maintain a synergetic relationship with Relationship Managers, by supporting their efforts to enhance business.
  • To keep abreast of market knowledge and market intelligence.
  • Responsible for ensuring all activities are in adherence as per Compliance & Risk.
  • Provide regular updates to the immediate superior as and when required.

Skills & Knowledge

  • Graduate / Postgraduate with 1 to 6 yrs exp in direct selling of financial products from any financial services industry.
  • Should have good communication & presentation skills.
  • May have good existing client relationships in the market.
  • Should be a self-starter, proactive & target oriented.
  • Should possess strong networking & relationship building skills

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