Key Responsibilities:- Acquiring new clients and getting business from then Building relationships with clients Educating clients about investments Buying and selling shares on behalf of clients Confirming and executing orders Advising clients based on research reports Achieving targets as assigned by the organization Placing trade orders on behalf of the clients in equity or derivative segment Conduct regular meetings and calls to update clients on portfolio performance and market trends. Address client queries, complaints, and concerns promptly to maintain satisfaction. Eligibility Criteria :- Education: Graduate in any discipline Certification: NSIM Series VIII certification is Required Skills:- Customer relationship management, Account management, Relationship building, Cross-selling/Up-selling, Problem-solving. Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: Day shift Education: Bachelor's (Preferred) Experience: Total: 1 year (Preferred) Work Location: In person
Key Responsibilities:- Acquire and onboard new clients for trading and demat accounts. Conduct field marketing activities to generate leads and expand client base. Promote and sell brokerage and investment products. Build and maintain strong client relationships. Stay updated on market trends and financial products. Achieve sales targets and contribute to revenue growth. Cross-sell additional financial products to existing clients. Follow up on leads Skills:- Strong communication and negotiation skills Customer-oriented approach Ability to understand and explain financial products Basic understanding of capital markets Job Types: Full-time, Permanent Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: Day shift Work Location: In person Speak with the employer +91 8827156558