Relationship Manager(sales) @ Apex Services

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Relationship Manager(sales)

Apex Services
0 to 5 Yrs
Multi-City, India
4 years ago
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Job Description

Dear Candidate,

Greetings From "APEX SERVICES"

Role- Relationship Manager/sales Executive

C T C- up to-3 L P A + incentive + Other benefit

2-RELATIONSHIP MANAGER GENERAL ROLE
Responsible for promoting Equity products, Currency, Mutual Funds, S IP s, 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 M F Schemes, N F Os, 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 A U M 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 modifications Kindly reply with an updated CV at hidden_email if you are interested in the mentioned Job Role. you can call also on hidden_mobile(WHATS APP)

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Securities TradingSales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager(sales)

Contact Details:

Company: Apex Services Hiring
Location(s): Multi-City, India

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Keyskills: brokerage brokerage generation stock market equity sales relationship management cross selling equity advisory financial products demat accounts equity market

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₹ 5 - 10 Lakh/Yr

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Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

Apex Services

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Relationship Manager(sales) @ Apex Services

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