Relationship Manager - Stocks Advisory SALES PA Wealth Pvt Ltd

2.0 - 6.0 years

0 Lacs

ludhiana, punjab

On-site

As a sales representative for our stock advisory services, your main responsibility will be to reach out to potential clients via phone, email, or in-person meetings. You will need to understand the client's needs, financial goals, and risk appetite in order to suggest appropriate plans that align with their requirements. It is crucial to maintain regular follow-up and client relationship management to ensure customer satisfaction and loyalty. Meeting or exceeding monthly and quarterly sales targets will be a key performance indicator for this role. You will collaborate closely with our research and advisory teams to provide clients with timely updates and insights. Keeping accurate records of client interactions and sales activity using CRM tools is essential for tracking progress and maintaining effective communication. To excel in this position, you should have proven experience in sales, preferably in finance, stock advisory, or related domains. Strong communication, negotiation, and interpersonal skills are crucial for building relationships and closing deals successfully. An ability to understand stock market basics and explain them clearly to clients is necessary. Being self-motivated with a results-driven approach will be beneficial in achieving your sales targets. Knowledge of financial regulations and ethics is important to ensure compliance with industry standards. This is a full-time, permanent position with benefits such as cell phone reimbursement, performance bonus, and quarterly bonus. The work schedule will be during the day with fixed shifts. The work location will be in-person, allowing for face-to-face client interactions and a collaborative team environment.,

Posted 1 week ago

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