Moneylicious - Relationship Manager - Sales (1-3 yrs)
Company:- Moneylicious Securities Pvt. Ltd
Designation - Relationship Manager
CTC Offered - Hike on Your Current CTC
Location - Pune Shivaji Nagar
Qualification - Min Graduate
Job Description is as given below. :
Sales (Financial Consultants & B2B Sales):
Responsible for promoting Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, Bonds etc.
ESSENTIAL DUTIES & RESPONSIBILITIES
- New Client Prospecting - Through cold-calling, appointments, reference etc
- Explain about the Company, its products & services to existing clients & prospects
- Promote investments in Equity products, Currency trading, Mutual Funds, Insurance.
- Cross Sell to existing clients
- Keep regular contacts with the clients of the branch through telephone calls and meetings
- Assist team members in the Branch to close leads
- Provide investment application forms to clients and assist them in filling
- Provide after sales service, follow-up and ensure client retention
- Ensure the maintenance and enhancement of the AUM of the branch
- Prepare daily sales report and send to Branch Head.