- 2-3 years experience in equity/stock broking with expertise in direct sales and client acquisition
- Acquire Demat and Trading accounts, build client relationships, cross-sell financial products, and achieve sales targets
Job Summary Experience: 2 years to 3 years in an equity/stock broking firm.
Responsibilities
- The candidate will carry a target of acquisition of Demat and Trading accounts, with at least Lac of margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.
- Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions.
- Identifying current business opportunities within the assigned cluster of key accounts, cross-selling financial products such as Mutual Funds, PMS, AIF,
Structured Products, Insurances.
- Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention.
- Developing and implementing strategic plans and initiatives to grow the business with key accounts.
- Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics.
- Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making.