Job Description

Acquire customers for Demat and Trading Account and generate revenue through brokerage.

Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds and Insurance.

Acquire new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.

Attend post result con-calls, meets for improved client servicing.

Willingness to travel outside city.

Conduct regular Client Meetings & update the same in the meeting tracker

It requires the candidate to do Business Development, market scoping, arrange meetings, prepare pitches/decks, present it to Corporates, HNI and UHNI, manage follow-ups to sell products.

Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.

• Track customer complaints/queries and turnaround times for customer satisfaction

Requirements and Skills

Graduation / MBA degree o Positive attitude for doing 2-3 meetings each day, for meeting new
people and someone who enjoys doing sales

Experience in direct sales will be an added advantage

Good communication skills

Ability to understand requirements of prospects and decent aptitude to understand and pitch
property solutions to prospects

High levels of passion and ownership

Job Types: Full-time, Permanent, Fresher, Internship
Contract length: 6 months

Pay: ?10,000.00 - ?15,000.00 per month

Benefits:

• Commuter assistance
• Paid time off

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus

Education:

• Bachelor's (Preferred)

Experience:

• total work: 1 year (Preferred)
• Sales: 1 year (Preferred)

Language:

• Hindi (Preferred)
• English (Preferred)

Work Location: In person