- Client Acquisition & Development: Prospecting new clients through various channels, including cold calling, networking, and referrals, to expand the client base.
- Sales & Consultation: Clearly explaining financial products or services, offering personalized advice to meet client needs.
- Relationship Management: Building and nurturing strong, long-lasting relationships with clients by providing excellent service, handling queries, and ensuring client satisfaction.
- Market Analysis: Conducting market research, monitoring trends, and analyzing financial data to provide clients with timely advice and informed investment strategies
- Compliance: Adhering to all industry regulations, company policies, and internal guidelines, including Know Your Customer (KYC) and Anti-Money Laundering (AML) requirements.
Typical Qualifications:
- Experience: Previous sales experience within broking sector
- Reporting & Metrics: Tracking sales performance, managing pipelines, and reporting on sales metrics to achieve or exceed targets.
- Collaboration: Working with internal teams, such as product development, operations, and compliance, to ensure seamless service delivery and comprehensive solutions.
- Hindi and English is must
Requirements: ● Possess at least 2 yrs of experience as RM in Stocks
Job Type: Full-time
Benefits:
- Health insurance
- Provident Fund
Ability to commute/relocate:
- Bengaluru, Karnataka: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Broking: 2 years (Required)
Language:
- Hindi (Required)
- English (Required)
Location:
- Bengaluru, Karnataka (Required)
Work Location: In person