Athachi Finserv

Kallekkad, Palakkad

RESPONSIBILITIES Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients Doing daily meeting with clients and responsible for lead conversion Responsible for business development through acquisition of high net-worth clients. Monitor financial market trends to ensure that client plans are responsive. Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Will be responsible for primarily selling Equity based investment products and Mutual funds. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets, based on revenue generation through investment products. Provide regular updates to the immediate superior as and when required Collecting KYC documents and required documents of Customers getting file ready and ensuring all the other required formalities are done. Ensure 100% compliance with company policies, procedures and guidelines Doing Marketing activities and promotional campaign for generating leads Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer.QUALIFICATIONS Graduate / Post graduate with 2+ yrs experience in direct selling of financial products from any financial services industry. Should have good communication & presentation skills. May have good existing client relationships in the market. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills

Responsibilities:Market Research: Conducting market research to identify new business opportunities and market trends. This includes analyzing competitors and assessing market demands.Lead Generation: Generating leads through various channels such as cold calling, networking, attending events, and utilizing online platforms.Relationship Building: Developing and maintaining relationships with potential clients, partners, and other stakeholders to nurture business opportunities.Proposal Development: Creating proposals and presentations tailored to the needs of potential clients, outlining the company's products or services and how they can address client needs.Negotiation: Negotiating terms and contracts with clients, ensuring mutual benefit and profitability for both parties.Sales Strategy: Developing and implementing sales strategies to achieve targets and objectives set by the company in share broking and mutual funds.Collaboration: Collaborating with other departments within the company, such as marketing, product development, and finance, to support business objectives.Reporting and Analysis: Tracking sales performance, analyzing data, and preparing regular reports for management to assess progress and identify areas for improvement.Customer Feedback: Gathering and analyzing customer feedback to identify areas for improvement and inform product development and marketing strategies.Networking: Building and maintaining a network of contacts within the industry to stay updated on market trends, industry developments, and potential business opportunities.Training and Development: Providing training and guidance to sales teams or other relevant staff members to enhance their business development skills and knowledge.Adaptability: Being adaptable and flexible to respond to changing market conditions and business priorities.Qualifications: -Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate i

Responsibilities:Promote and sell various financial products, such as stocks, bonds, mutual funds, and other securities, to clients. Provide investment recommendations based on their needs and risk tolerance.Execute buy and sell orders on behalf of clients using trading platforms and stock market terminal systems. Ensure orders are processed accurately and in a timely manner.Maintain and manage client accounts, including updating account information, monitoring account activity, and addressing client inquiries.Ensure that all trading activities and client interactions comply with regulatory requirements, including Know Your Customer (KYC) and AntiMoney Laundering (AML) regulations.Maintain accurate records of all trading activities, transactions, and client communications. Ensure compliance with regulatory reporting requirements.Assist in managing the operational aspects of trading, including settlement processes, account reconciliation, and compliance with trade settlement regulations.Educate clients about financial markets, investment products, and trading strategies to help them make informed decisions.Qualifications: -Bachelor's degree in finance, economics, business, or a related field. Sales and Operations Associate in the Stock MarketKnowledge of financial markets, investment products, and trading platforms.Proficiency in using stock market terminal systems and trading software.Experience:Operational ExcellenceAccount ManagementMarket Analysis and ResearchRelationship ManagerMutual Fund Sales RepresentativeFinancial Consultant