CapitalVia FinTech Private Limited

Scheme 54, Indore

Roles and Responsibilities:Effectively engaging with the customers and generating the targeted revenueCalling prospective customers and engaging with them to maximize salesFocusing on building long-term relationship with the customersEnsuring that the customers information is maintained and updated in CRMEnsuring high customer retention through customer service, consistent engagement and taking periodic feedback from the customerCustomers from Singapore, Malaysia - MarketDesired Candidate Profile:Strong Communication skills and self-motivatedNeeds to be innovative and bring new ideas to keep inclining the sales techniquesProficiency in using MS Office (Word, Excel, Power Point, etc.)Typing Speed 30 to 40 WPMExcellent analytical skills and Negotiation skillsAble to work well in teams and drive the teams whenever needed

Roles and Responsibilities :* New client acquisition for Trading and Demat account* Revenue generation through brokerage* Cross selling of investment products, Equity and Advance brokerage product (as per clients needs)* 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* No Field workQualifications & Experience:* Any Graduate/Any Postgraduate* Age not more than 35 Years* Experience in Securities/Advisory/Broking will be an added advantageSkills :* 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

Roles and Responsibilities :* New client acquisition for Trading and Demat account* Revenue generation through brokerage* Cross selling of investment products, Equity and Advance brokerage product (as per clients needs)* 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* No Field work* Opening for Sharekhan Demet processQualifications & Experience:* Any Graduate/Any Postgraduate* Age not more than 35 Years* Experience in Securities/Advisory/Broking will be an added advantageSkills :* 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

Job descriptionRoles and Responsibilities :New client acquisition for Trading and Demat accountRevenue generation through brokerageCross selling of investment products, Equity and Advance brokerage product (as per clients needs)Maintaining client relationshipRemain update about the latest investment products and market trendTo guide the client about the suitable investment / trading products as per clients profileTo ensure the achievement of Acquisition Targets of HNI clients, Retail clients.Qualifications :Any Graduate/Any PostgraduateAge not more than 35 YearsWork from OfficeSkills :Should have depth knowledge of all financial productsShould be target orientedShould have good communication, presentation and interpersonal skillsShould have good telemarketing skillsShould be self-initiativeRemain updated about the present market scenario and financial market products and trendsShould have the zeal to help clients in achieving their financial goals

New client acquisition for Trading and Demat account.Revenue generation through brokerage.Cross selling of investment products, Equity and Advance brokerage product (as per clientsneeds)Monitor and review team members' performance and help the team to achieve maximumbusinessMaintaining client relationshipRemain update about the latest investment products and market trendTo guide the client about the suitable investment / trading products as per clients profileTo ensure the achievement of Acquisition Targets of HNI clients, Qualifications: Any Graduate/Any Post Graduate Age not more than 30 Years Experience in Stock Broking industry is Must Work from OfficeSkills: 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 goalsWhat a Candidate will get? Working with a professionally managed organization, Technology & Productivity drivenapproach. Clear roadmap about organizations, function, employees career progression A well- established branch and business model which needs to be taken to the next level

Roles and responsibilities: New client acquisition for Trading and Demat account. Revenue generation through brokerage. Cross selling of investment products, Equity and Advance brokerage product (as per clientsneeds) Monitor and review team members' performance and help the team to achieve maximumbusiness 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

Roles and Responsibilities: Effectively engaging with the clients and generating the set targeted revenue Analyzing, differentiating and converting clients from hot prospects by calling on qualified leads Calling prospective clients and engaging with them to maximize sales Focusing on building long-term relationship with the clients Ensuring that the client information is maintained and updated in CRM Conducting market research and keeping up to date with the knowledge of market Taking initiatives and prioritizing tasks effectively to deliver business results Ensuring high customer retention through customer service and relationship Escalating the burning issues at the right moment to the direct reporting managerQualifications and Experience MBA/MCom/MA-Economics Experience of working in BFSI sector would be an added advantage NISM X L1/L2 or NISM XI MandatoryKnowledge Strong Communication skills Proficiency in using MS Office (Word, Excel, Power Point etc.) Proficiency in local language (Hindi)Skills Excellent analytical skills Negotiation Skills Able to handle situations diplomatically Aggressive and passionate at work Able to work well in teams and drive the teams whenever needed Should be self-motivated and able to motivate others Good decision-making ability Adaptable to dynamic and fast paced work environment Ability to handle stress