Job Overview
Responsible for acquiring min 2 accounts in a month with a margin of 5 lak. Generating revenue from both online and off line mode. Selling other TPP products to the clients and meet the KRA as per the score sheet.
1) Acquisition of new clients from the open market and existing client base with a Margin of 5 Lak.
2) Generate revenue from the portfolio base by increasing the wallet share by cross selling of other products.
3) Provide investment advisory to the clients and support them to do trading.
4) Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio.
5) Proper mainitance of MIS and submit the reports timely to the management.
Candidates with 3 + years of sales experience with banks, broking firms and insurance companies ( Direct sales preferably) with a good client base. Candidate should be well aware on the broking terms and good sales flair.