Recruiter Logo
Now Apply on the Go!
Download updazz Jobseeker App and get a seamless experience for your job-hunting
29/12 Swati Priya
Freelance at Freelance

Views:135 Applications:30 Rec. Actions:Recruiter Actions:2

Business Development Executive - Equity/Mutual Fund (1-4 yrs)

Delhi/NCR/Mumbai/Gurgaon Job Code: 21354

Job Description:

- Acquire new clients for Demat & Trading accounts through networking, data base, and references.

- End to end customer relationship management.

- Meet Non-Trading Customers and activate them.

- Sell online accounts to customers and encourage them to trade online.

- Have a customer centric approach and ensure that customer is serviced well.

- Ensure that customer trades actively after opening of the trading account.

- To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and execute trade.

- Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy.

- Help customers to Execute trade online and place orders on behalf of customers

Selection Criteria

- BBA, B.Com, B.A., B.Sc. M Com, PGDM/MBA- Finance.

- Should have at least 1-3 years of work experience in Broking / Insurance (Life, General, or Health) / Bank.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Add a note
Something suspicious? Report this job posting.