Trading Account Opening meeting New Prospects .develop and Implement Effective Sales Strategies and Market Analytics.manage and Lead a Team of Sales Representatives.achieve Sales Targets and Monitor Performance Metrics.build and Maintain Strong Client Relationships.analyse Market Trends and Identify Growth Opportunities.prepare Sales Forecasts and Budgets.collaborate with Marketing and Product Teams to Enhance Customer Offerings.ensure Compliance with Regulatory Requirements.meeting Old and New Clients.maintaining Excel for Daily Working and Team.
We are looking for 70 Telecaller Posts in Jammu, Srinagar, Dehradun, Delhi, Mumbai, Gurgaon, Patna, Mysore Banglore Highway, Uttarahalli, Bangalore, Upasnagar, Goa, with deep knowledge in Outbound Calls, Inbound Calls, Telecaller, Call Processing, Stock Market, Trade Marketing and Required Educational Qualification is : Secondary School
AVP/ Sr. Manager For Wealth management Company in Connaught Place, New Delhi - Salary:- 18-30 lpaKey Responsibilities1. Client Acquisition: Identify, prospect, and acquire new clients through various channels.2. Financial Planning: Understand clients' financial goals, risk tolerance, and investmentobjectives to provide tailored solutions.3. Product Knowledge: Stay updated on financial markets, products, and regulatoryrequirements to offer informed investment advice generated by In house Technical andFundamental Research Teams.4. Sales and Relationship Management: Build and maintain strong relationships with clients,providing excellent customer service and ensuring client retention.5. Transaction Execution: Facilitate buying and selling of securities, either by himself (ifNISM qualified) or through Certified Dealers, ensuring compliance with regulatoryf you are interested, please share your CV atcapitalplacement02@gmail.comP- 9891750342 WhatsApp- 7895263093
Candidate is required to have very basic knowledge of financial products like Mutual Funds, Stock trading etc.He/she will be required to manage the inbound leads along with outbound calls and converting leads to business.Performance based incentive will be given when desired results are met.Female candidate will be preferred
Responsibilities:Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services.Stay updated with market knowledge and trends to provide informed guidance to clients.Ensure compliance with all relevant regulations, policies, and risk management practices.Keeping the clients updated on their orders and facilitating cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients.Conduct client meetings and presentations as necessary.Going to meet the clients if necessary.Qualifications:Bachelor's degree in any field (finance, economics, or related disciplines preferred).Excellent communication and interpersonal skills to effectively interact with clients.Proficient in using relevant software and tools for portfolio analysis and client relationship management.Strong understanding of financial markets, investment products, and regulatory requirements.Ability to work in a team and collaborate with other departments or functions as needed.
Opening Demat account Responsible for Brokerage and Revenue generation Hand-holding of clients during initial phases Handle sales promotion activities from time to time . Connect with clients through calls or visiting their places and advise them on various investment products like equity, MFs, LAS, SIP, derivatives.* Regular coordination with BM/TM .* New and Inactive client services/meetings.* Must be very good in client coordination and helping them to understand the product.* Must be good in product explanation.* Lead generation through personal contacts or officials(lead can get through contest,event)