Posted:1 week ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As a member of the Sales team at Jainam Broking Limited (JBL) based in Ahmedabad, your role will involve various key responsibilities to ensure client satisfaction and successful financial advisory services. You will be responsible for building and maintaining long-term client relationships, understanding their financial needs, recommending suitable stock market products, and providing market updates and insights. Your duties will include addressing client queries and resolving issues through various communication channels like phone, email, or chat. Additionally, you will assist clients in opening Demat and trading accounts, ensuring a smooth onboarding process for new clients. Identifying opportunities for cross-selling and collaborating with the research and advisory team for personalized investment solutions will also be part of your responsibilities. To excel in this role, you should aim to meet monthly and quarterly sales targets by converting leads into active clients. It is crucial to have a strong understanding of stock market products, trading platforms, and investment strategies. Moreover, your communication and interpersonal skills will play a vital role in effective client engagement. In terms of qualifications, a Bachelor's degree in Finance, Commerce, or a related field is required. The ideal candidate may have a minimum of 1 year of experience in financial services, stock markets, or relationship management. Proficiency in CRM tools and virtual communication platforms will be advantageous for this role. Ensuring compliance with regulatory guidelines and maintaining accurate records of client interactions are essential aspects of this position. By adhering to these standards and leveraging your expertise in financial services, you will contribute to the growth and success of Jainam Broking Limited's Sales department.,

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