CA

Relationship Executive/ Manager

Capitalvia Verified Enterprise Indore(Vijay Nagar )
2-5 Lacs PA
Exp: 1-5 Yrs
Full Time
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Job Description & Scope

Job description Roles and Responsibilities: New client acquisition for Trading and Demat account for Axis Securities Revenue generation through brokerage Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs) Monitor and review team members' performance and help the team to achieve maximum business Maintaining client relationship Remain update about the latest investment products and market trend To guide the client about the suitable investment / trading products as per clients profile To ensure the achievement of Acquisition Targets of HNI clients, Retail clients Desired Candidate Profile: Should have depth knowledge of all financial products Should be target oriented Should have good communication, presentation and interpersonal skills Should have good telemarketing skills Should be self-initiative Remain updated about the present market scenario and financial market products and trends Should have the zeal to help clients in achieving their financial goals Role: Trading, Asset & Wealth Management - Other Industry Type: Financial Services (Broking) Department: BFSI, Investments & Trading Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Education UG: Any Graduate PG: Any Postgraduate Key Skills Skills highlighted with ‘‘ are preferred keyskills Share MarketSalesBrokingAlgorithmic TradingAdvisory NISMDematClient AcquisitionTradingEquity SalesBusiness DevelopmentHNI Acquisition

Job Summary

Company
Capitalvia
Location
Indore(Vijay Nagar )
Salary Range
2-5 Lacs PA
Experience
1-5 Yrs
Verification
Government Verified Recruiter
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Relationship Executive/ Manager
2-5 Lacs PA
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