Role & responsibilities
Acquiring customers as per business plan
Revenue Generation as per assigned Targets
Acquire and upgrade knowledge on filling up KYC/new products/processes
Update status of leads on Lead management system regularly
Conduct sales promotion activities regularly
Activation of clients and cross sell (MF SIP)
Seek references from customers/prospects
Preferred candidate profile
Experience in Broking industry
Strong relationship management and client servicing skills.
Excellent communication, negotiation and presentation skills.
Sales driven mindset with ability to achieve and exceed targets
Ability to understand financial markets, investment product and client portfolio. .
