Job Description
Should be from the same city / Location (Localize Candidates only apply)
Roles and Responsibilities
Keyskills. -. HNI Client Acquistion / Demat / Mutual funds / PMS / cross selling Financial Products / Portfolio Management / Retail Broking.
Below is the JD/KRAs for the positions.
1. Advisor.
- New client acquisition to acquire accounts with minimum 10K cash margin or 1 lac stock margin
- Revenue generation revenue to be generated from broking accounts which are self-sourced and are sourced by RMs
- Cross selling of investment products
2. Relationship Manager.
- New client acquisition to acquire 5 new clients per month
- Revenue generation revenue to be generated from the all the products from sourced accounts
- SIPs 5 SIPs per month of Rs. 2000 each.
Locations
Pune
Ahmedabad
Rajkot
Vadodara/Baroda
Surat
Mumbai
Experience-1 Yr to 5 Yrs
Education -Graduation Compulsory (in any stream)
Please send your CV at sn**********d@se*********a.net / or Whatsaap / Call-8097448***
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Mutual Funds/Fund Management/Asset Management
Role: Mutual Funds/Fund Management/Asset Management
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization
Post Graduation: Post Graduation Not Required
Doctorate: Doctorate Not Required
Contact Details:
Company: Seagull International
Location(s): Pune
Keyskills:
Demat
Client Acquisition
Investment Products
New Client Acquisition
Sales
Broking
B2C Sales
Trading
Equity
Trade Finance
Business Development
Revenue Generation