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18/12 Aakanksha Shrivastava
Talent Acquisition Executive at CapitalVia Global Research Limited

Views:67 Applications:4 Rec. Actions:Recruiter Actions:1

CapitalVia Global Research - Relationship Executive (1-2 yrs)

Indore Job Code: 190218

Roles and Responsibilities

- New client acquisition for Trading and Demat account.

- Revenue generation through brokerage.

- Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)

- Monitor and review team members' performance and help the team to achieve maximum business

- 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

Desired Candidate Profile :

- 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

Qualifcation, Experience, CTC :

- Any Graduate/Any Post Graduate

- Age not more than 35 Years

- Experience in Stock Broking industry is Must

- Work from Office

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

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