DESIGNATION: BUSINESS DEVELOPMENT ASSOCIATE
ROLE BRIEF:
We have an opening for Business Development Associates 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, self-acquired leads database, and references.
2. ·End to end customer relationship management.
3. ·Meet interested prospects and activate them.
4. ·Sell online trading 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, and help them on Buy, Sell or Hold strategy and executing trades..
8. Interact with clients to update them on research calls and guide 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 1-3 years of work experience in Broking / Insurance (Life, General, or Health) / Bank / mutual fund.
3. Experience of building successful brokerage relationships would be an added advantage.
4. Follow in house Research Reports, Company news and track market performance.
5. 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.
8. Proven ability to work independently or as an integral member of a team.
9. Be a target oriented performer
10. General IT Skills(Office/Internet),decent understanding of online research methods.
11. Standard language and communication skills required for all client facing positions.
DETAILS:
SALARY: 1,80,000 - 4,00,000 + incentives(upto INR 10 lakhs P.A)
Working days: Mon-Sat
No. Of Openings: 20
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