Posted:None|
Platform:
Work from Office
Full Time
Responsible for meeting the targets of Online/Offline Demat and Trading account in various segments.
Business/ Operational/ Functional/ Financial Perspective to accomplish his Account opening targets, set by the superiors & Generating leads through cold calling and accomplishing meeting targets, as set by Superiors.
Analyzing & increasing the client database and finding out the potential Clients- based on their
priority level of the Client, fixing meetings with the seniors with the help of database, personal references & networking. Collection of Margins from the Clients.Self analyzing the market as well as compiling the data received from the Research Analysis team and updating the Customers accordingly. Preparing a daily MIS of number of calls made and meetings conduct and sending them to the sales manager as well as Business Head in CRM.
Looking into the avenues for tapping bulk accounts.Identifying the non-trading accounts and push them for trading.Providing better services to the Clients and request them for references.
1. Accomplishment of Account opening targets, set by the superiors
2. Catering to the Clients requirement and solving their grievances
3. Identifying potential Clients for cracking deals.
4. Accuracy & Timeliness in maintenance of MIS
5. Accuracy & Timeliness in providing regular DSR
6. Lead generation by cold calling
7. Effectively mapping clients requirements and providing them requisite services.
8. Ensure Daily Sales Reports in CRM software.
SMC Global Securities
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