Sales Executive

Sampadha

1 - 3 years

3 - 6 Lacs

hyderabad

Posted:1 hour ago| Platform:

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Skills Required

customer calling mutual funds nism sales tax planning customer service portfolio management broking investment planning cross selling equity advisory demat pms equity sales investment advisory shares client relationship client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

1. call leads, prospects, clients, manage relationships, engage clients, update their financials

2. resolve client queries proactively, stay connected with clients

3. follow up clients for their service criterias, identify opportunities of up sell and cross sell

4. Assessing Client Situations

5. Source potential customers from market and initiate relationship with them

Understand needs of the prospects and propose solutions as offered by Sampadha
Convert the leads (prospects) to customers and onboard to Client Database of Sampadha
Maintain relationship with the customers for developing further network
Take ethical decisions within the scope of responsibility, to support the business growth
Maintain complete data and documentation pertaining to the assigned tasks
Exchange and update information for the supervisor and relevant internal members
Make recommendations to management /solicit advice from management on client-study, client-preferences for making better decisions in the segment
Ensure timely and complete reporting to the supervisor

Preferred candidate profile

NISM are preferred

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