ROLE BRIEF:
We have an opening for Business Development Manager 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 theclient.
1. Acquire new clients for Demat & Trading accounts
through networking, data base, andreferences.
2. End to end customer relationshipmanagement.
3. Meet Non-Trading Customers and activatethem.
4. Sell online accounts to customers and encourage them
to tradeonline.
5. Have a customer centric approach and ensure that
customer is servicedwell.
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 executetrade.
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 holdstrategy.
9. Help customers to Execute trade online and place
orders on behalf ofcustomers
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 /
mutualfund.
3. Experience of having successful Broker relationships would be an addedadvantage.
4. Follow in house Research Reports, Company news and
track companyperformance.
1. Must possess excellent verbal and written communication skills.
2. Effective timemanagement.
3. 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 businessteams.
4. Proven ability to work independently or as an integral member of ateam.
5. Be a team player, self-motivated and able to work collaboratively across organizations andgeographic.
6. General IT Skills(Office/Internet),decent understanding of online researchmethods.
7. Standard language and communication skills required
for all client facingpositions.
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