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Sales Manager

3 months ago

Ahmedabad, Gujarat, India Mantras2Success Full time

Designation: Sales Manager (Stock-broking)

Location: Ahmedabad, Rajkot, Vadodara/Baroda

Experience Range: 1+ years

Salary Range: - Upto 6 LPA

Job Profile:

The incumbent must be presentable and have knowledge and exposure to financial markets and products, as well as be up-to-date on developments, market news, financial trends, and current affairs.

List of Products: Broking, AUM-based products, PMS, AIF, Bonds, Unlisted, Insurance

Achieve customer acquisition targets for Retail customers

  • Generate new leads through interactions with referrals, personal contacts, etc.
  • Analyse potential leads, such as customers holding demat accounts with the company.
  • Undertake visits to customers once markets close to solicit referrals
  • Meet with potential corporate investors regularly to convert leads
  • Try to ensure that the quality of accounts sourced meets the mandated threshold
  • Use various means, such as SMS, phone, email, in-person, etc. to convert leads
  • Provide customers with information and ideas on broking and investment options
  • Provide customers with information on the process of opening a demat account, the advantages, etc.

Achieve cross-selling targets

  • Educate and persuade customers to trade in the stock market
  • Help customers see the benefits and potential profits by investing in equities
  • Ensure that all customer queries are addressed satisfactorily
  • Build and maintain cordial, long-lasting relationships with potential and existing clients
  • Make efforts to maintain a high level of retention of existing clients
  • Work continuously on building a network of clients and acquaintances
  • Generate new leads and achieve cross-selling targets, relating to other financial product offerings

Requirements:

  • Knowledge of the Indian Securities Market
  • Selling Skills / Commercial Effectiveness

Benefits-

Mediclaim (Group Policy)

Company Profile:

The company is a leading broking & distribution company that has been offering investment solutions to individual clients and equity advisory services to institutional investors for nearly 29 years.The company is a proud member of both the Bombay Stock Exchange Limited and the National Stock Exchange of India Limited. Since its establishment in 1994, it has been committed to providing high-quality investment services that are designed to meet the unique needs of its clients.