Posted:1 day ago|
Platform:
On-site
Full Time
Founded by IIM-Ahmedabad, Yale SOM and Columbia alumni, Pocketful is a new-age Fintech broking platform, aimed at making financial markets accessible for all. We’re constantly innovating and working on a disruptive platform. The team is highly-skilled, young and extremely hungry and we’re looking for folks who fit this persona. We’re backed by one of India’s leading stock brokers – Pace Stock Broking Services.
Started in 1995 by first generation entrepreneurs from IIMA & FMS Delhi, PACE has evolved from a fledgling NSE Broker to a premier boutique financial conglomerate over the last 25 years.
We provide a wide range of services in financial markets which cater to different investment needs of our customers. Headquartered in New Delhi, we maintain offices at more than 300 locations in more than 75 cities across India and our customer base is spread over 34 countries. We have also been consistently nominated as one of the best Investment Advisors in India by ICRA & CNBC.
At PACE we are continuously innovating and building highly scalable backend systems and strategies that give a seamless experience to our customers. We are aggressively pursuing Fintech innovation now and working on an ambitious and potentially disruptive Fintech product – ‘Pocketful’. A one-of-a-kind stock-broking platform.
● Acquire customers for Demat and Trading Account and generate revenue through brokerage.
● Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds
● Conduct regular Client Meetings & update the same in the meeting tracker
● Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
● Track customer complaints/queries and turnaround times for customer satisfaction.
● Graduated/ ongoing
● Positive attitude for doing 2-3 meetings each day, for meeting new people and someone who enjoys doing sales
● Excellent Communication Skills (English & Hindi)
● Experience in direct sales will be an added advantage
● Ability to understand requirements of prospects and decent aptitude to understand and pitch property solutions to prospects
Pocketful
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