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