10/04 Nikita
HR Head at Moneylicious

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Moneylicious - Relationship Manager - Sales (1-3 yrs)

Pune Job Code: 70322

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):

GENERAL ROLE

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.

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