Manager - Client Relationship - Investment Product (1-2 yrs)
Job Description :
Key Responsibilities :
- Identify investment opportunities or strategies.
- Identifying, calling and visiting potential clients from time to time to promote products.
- Explain technical product, financial and service information to clients via phone calls.
- Monitor market conditions or trends.
- Prepare sales or other quotations and process the same.
- Maintain the records of all transactions.
- Travelling outside city to meet clients if required.
- Advising clients with regards to their investment in Bonds, NCD'
- Travelling outside city to meet clients if required.
- Advising clients with regards to their investment in Bonds, NCD's, PMS, etc.
- Building relationships with the client and educating them about investments.
- Responsible for achieving brokerage.
- Accelerating client base.
- Executing trade orders.
Requirements :
- Experience working in sales of Bonds, NCD, PMS, debt market, etc. is mandatory.
- Experience in Conceptual selling of financial products categorically bonds.
- Broadly into channel partner / IFA market by and largely conceptualizing of secondary markets in bonds.
- Buying and selling of bonds through IFA network.
- Should be able to assist students in obtaining the necessary documentation needed for the
Skills :
- Excellent communication, presentation, and interpersonal skills
- Ability to work independently and as part of a collaborative team
- Ability to work in target based role
- Should be able to drive sales and Should be Incentive drive.
