Relationship Manager - Stocks Advisory SALES

2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Sales Executive in the stock advisory services domain, your role involves reaching out to potential clients through various channels like phone, email, or virtual meetings to introduce them to our services. You will need to understand the client's needs, financial goals, and risk appetite in order to recommend suitable plans. It is essential to maintain regular follow-up and effectively manage client relationships to ensure customer satisfaction. Key Responsibilities: - Reach out to potential clients via phone, email, or virtual meetings - Understand client needs, financial goals, and risk appetite to offer appropriate services - Maintain regular follow-up and manage client relationships effectively - Meet or exceed monthly and quarterly sales targets - Collaborate with research and advisory teams for timely updates and insights - Keep accurate records of client interactions and sales activity using CRM tools - Stay updated with stock market trends, regulatory changes, and financial products Qualifications Required: - Proven experience in sales, preferably in finance, stock advisory, or related domains - Strong communication, negotiation, and interpersonal skills - Ability to explain stock market basics clearly to clients - Self-motivated with a results-driven approach - Knowledge of financial regulations and ethics In addition to the job role, you will be expected to work full-time on a permanent basis. As part of the benefits package, you will receive cell phone reimbursement. The work location for this position is in person. If you are passionate about sales, finance, and stock markets, and possess the required qualifications and skills, we encourage you to apply for this exciting opportunity.,

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