Equity Dealer(relationship Mana.)
- Apex Services
- 1 to 6 Yrs
- Multi-City, India
- 4 years ago
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Job Description
Dear Candidate,
Greetings From"APEX SERVICES"
Designation- Manager/Assistant manager/Deputy manager
Role- Relationship Manager
CTC- up to-5 lac+ incentive + Other benefitResponsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS,Bonds etc.
ESSENTIAL DUTIES & RESPONSIBILITIES
New Client Prospecting - Through cold-calling, appointments, reference etc
Explain about the Company, its products & services to existing clients & prospects
Promote investments in Equity products, Currency trading, Mutual Funds, Insurance
and PMS
Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on
market trends.
Cross Sell to existing clients
Keep regular contacts with the clients of the branch through telephone calls and meetings
Assist team members in the Branch to close leads
Provide investment application forms to clients and assist them in filling
Provide after sales service, follow-up and ensure client retention
Ensure the maintenance and enhancement of the AUM of the branch
Prepare daily sales report and send to Branch Head and Sales Manager
Make prompt entries in the back office of business done by branch in the Equity & Currency Segments
Support branch promotional activities
General
Strive towards achieving individual goals and thereby the branch and
organizational goals.
These duties and responsibilities are only illustrative and not exhaustive and are liable to modification Kindly reply with an updated CV on hidden_email if you are interested for the mentioned Job Role. you can call or whats app on hidden_mobile
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Securities Trading Functional Area: Not ApplicableRole/Responsibilies: Equity Dealer(relationship Mana.)Contact Details:
Company: Apex Services HiringLocation(s): Multi-City, India+ View Contact
Keyskills: derivatives trading relationship management stock trading equity dealer
Fraud Alert to job seekers!
₹ 1.5 - 2.5 Lakh/Yr
Apex Services
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