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Equity Dealer & RM sales

1.00 to 5.00 Years   Nagpur   25 Feb, 2023
Apex Services Hiring For One of the leading broking firm
Job LocationNagpur
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings From APEX SERVICES Designation- Manager/Assistant manager/Deputy managerRole- Relationship Manager/Equity DealerCTC- upto 6 LPA + incentive + Other benefitBranch DealingAs part of the retail distribution team, the role holder is responsible to provide compliant financial advisory services to clients and manage their portfolio.Revenue generation1) Responsible to generate brokerage primarily through advising clients on their portfolio.2) Responsible to acquire new Clients from the Market.3) Ability to cross sell third party products like Motor Insurance, Life insurance,Health insurance, SIPs, Mutual Funds, PMS etc.Client network development1) Develop and maintain a long-term relationship with customers and maintain ahigh level of retention of client base.2) Focus on generating new business and build client network.Compliance1)Maintain high level of compliance as per company norms.Relationship Manager-Branch SalesKey responsibilities and accountability
    1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients
    2. Will be responsible for primarily selling Equity based investment products.
    3. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
    4. Responsible for achieving targets as assigned by the organization on a monthly basis.
    5. Provide regular updates to the immediate superior as an when required
    Skills & Knowledge
    1. Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services industry.
    2. Should have good communication & presentation skills.
    3. May have good existing client relationships in the market.
    4. Should be a self-starter, proactive & target oriented.
    5. Should possess strong networking & relationship building skills
    Kindly reply with an updated CV onapex.samidha@gmail.comif you are interested in the mentioned Job Role. you can call also onhidden_mobile.

Keyskills :
client acquisitionsecuritiescross sellingmutual fundsdmatdematbrokingrelationship manager

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