We have an opening for Business Development Executive that are specialized or have previous experience
of working with financial service sector. The requirement requires Marketing financial/investment product(s)
directly to retail clients. Developing a database of prospects and leads and converting the acquired data into
client meetings and follow-ups with eventual conversion to sales within a reasonable time period. Providing
clients with after sales advise and troubleshooting services with respect to their investment activity and
acting as a medium between the company and the client. RESPONSIBILITIES:
1. Acquire new clients for Demat & Trading accounts through networking, data base, and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer is serviced well. 6. Ensure that customer trades actively after opening of the trading account. 7. To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and execute trade. 8. Interact with clients to update them on research calls and advising them on asset allocation within their
portfolio and guide them on Buy, Sell or hold strategy. 9. Help customers to Execute trade online and place orders on behalf of customers
EDUCATION, EXPERIENCE & KEY SKILLS:
1. BBA, B.Com, B.A., B.Sc., MBA-Finance, M Com, PGDM/MBA- Finance. 2. Should have at least 0-2 years of work experience in Broking / Insurance (Life, General, or Health) /
Bank / mutual fund / insurance / other financial products. 3. Experience of having successful Broker relationships would be an added advantage. 4. Follow in house Research Reports, Company news and track company performance.
Must possess excellent verbal and written communication skills. 6. Effective time management. 7. Must be able to prioritize and multi-task effectively Have a passion for problem solving, the ability to
quickly learn new concepts, and must be able to interact with all levels of technical and business teams.
Wowidea Consultingminds Pvt. Ltd. is a professionally managed Recruitment consultant and Placement Consultants having corporate office at Jaipur. We are engaged in offering professional Recruitment Services across diverse verticals pan India. Owing to experienced HR Professionals, we undertake responsibility of Recruitment or Staffing Solutions, Background Checks, Employment Verifications as well as overall HR Process Management. Their expert analytical skills and visionary attitude has enabled us to cater to the manpower needs of the various industries, with utmost professionalism. We have had the pleasure of serving many clients from varied industries.
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