Posted By: I Mates Consultants | Posted on: September 09, 2020
India Ernakulam/Cochin/Kochi Trivandrum
250000-380000 RS
1-5

Scope of the Role: Acquiring new clients for share trading, deepening the existing relationship by cross selling Life insurance, mutual funds,PMS, NCDs..etc.

Job Description:

1) Acquiring of new Share trading accounts.

2) Co ordinate with share dealers to provide suggestions and educate the clients about the trading platform and trade.

3) Cross sell of products like MF,LI,PMS,Equity,NCD..etc.

4) Generate revenue from online and off line services of the company.

5) Conduct activities to generate quality leads. effective management of leads provided by the company.

Ideal Candidate: Candidates with at least 1 year of experience in BFSI sales preferably from Banking portfolio management direct channel of life insurance, Securities, mutual funds,PMS ..etc. Candidates with multiple financial product sales experience will be an added benafit.

Skills:
portfolio management share trading d mat insurance mutual fund direct sales relationship manager wealth.


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