New Opening in Share Market For Adviser, Company Provide Salary + Incentive Location In Vashi Near By Station, Call HR Team For More Information
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.
FIXED SALARY + UNLIMITED INCENTIVES 1st and 2nd SATURDAY half day + SUNDAY FIXED HOLIDAY HINDI MANDATORY , IF YOU KNOW ANY ADDITIONAL LANGUAGE LIKE, TAMIL,TELUGU,KANNADA YOU WILL GET EXTRA AMOUNT EVERY MONTH ON LANGUAGE
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)
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)
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)
Job Title: Sales Team LeaderJob SummaryThe Sales Team Leader is responsible for leading, motivating, and supporting a team of sales representatives to achieve sales targets and business objectives. This role involves coaching team members, monitoring performance, developing sales strategies, and ensuring excellent customer relationships. Key Responsibilities Lead, coach, and motivate the sales team to meet or exceed sales targets Set individual and team sales goals and track progress regularly Develop and implement effective sales strategies and action plans Monitor sales performance and provide regular feedback and coaching Conduct team meetings, training sessions, and performance reviews Support team members in closing deals and handling key accounts Analyze sales data, reports, and market trends Ensure high levels of customer satisfaction and retention Collaborate with management, marketing, and other departments Ensure compliance with company policies and sales procedures Required Skills and QualificationsProven experience in sales, with prior leadership or supervisory experience preferred Strong communication, leadership, and interpersonal skills Ability to motivate and manage a team effectively Excellent problem-solving and decision-making abilities Goal-oriented with strong organizational and time-management skills Ability to analyze sales data and prepare reports Proficiency in CRM systems and basic computer applications Education and ExperienceBachelor’s degree in Business, Marketing, or a related field (preferred) 2–5 years of sales experience, with at least 1 year in a leadership role (preferred) Key CompetenciesLeadership and teamwork Customer-focused mindset Strategic thinking Accountability and integrity Adaptability and resilience Working ConditionsFull-time position May require travel, evenings, or weekends depending on business needs
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)