Investmentor Securities Ltd jobs - SALES MARKETING EXECUTIVE

ROLES & RESPONSIBILITIES:

·       Maintaining client relationships and generate AUM from New/Existing clients.

·       Running P&L growth by new client acquisition and deepening of existing client relationships

·       Advising on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

·       Coordinating with team for taking investment decision for the clients

·       Conducting and assisting in organizing seminars, workshops and other business development activities.

·       Maintaining client /Associate relationships and generate revenue from brokerage operations from existing/new clients.

·       Sourcing and servicing Demat accounts for Stock Broking and resolving queries.

·       Activating DEMAT accounts of dormant clients

·       Mapping the opportunity for primary selling and cross selling various investments products

·       Monitoring market trends competition to achieve company targets

REQUIRED EXPERIENCE AND QUALIFICATIONS

·       Post graduate must. MBA preferred but not necessary

·       Experience 0 – 1 year

·       Strong familiarity with various Investment products

·       Good communication abilities and pleasing personality

·       Strong sales as well as service orientation.

·       Sound understanding of the mutual funds sector in general

·       Strong English oral and written communication skills

·       Additional oral fluency of the Hindi and Gujarati language will be an advantage