Sales Executive

Job Description

JOB descriptions for Relationship Managers in Investment Advisory Firm A) Required Skills of Relationship Manager :- 1) Strong communication Skill both Verbal & Written 2) Hardworking & Loyal to the Organization 3) Strong Client Relationship Building Skills 4) Strong Knowledge of Services & Product of Financial Advisory Firm 5) Dedicated to work & assist clients as per there need B) Roles of Relationship Manager :- 1) Cold-Calling to Prospective Potential Clients to inform them about firm “Product & Services” on offer 2) Risk-Profiling & Questionnaire of Clients 3) Sell Financial Services to Prospective Clients as per there requirements & eligibility 4) Complete the required SEBI formalities with the clients (Client Agreement/ KYC, etc) 5) Achieve there financial goals & targets 6) Regular Learning & updating onself about Firm Products & Services & Sharping skills & knowledge base 7) Disciplined & following Strict Compliance & Regulations of firm and authorities (Recording & Data Management) 8) Required NISM certified candidate.