Sales Executive

3 weeks ago


mumbai, India PhillipCapital India Full time

Role and Responsibilities

Reaching out to Wealth Management Firms, MFDs, RIAs and Independent Advisors to work with us as Referral Partners for showcasing Fixed Income opportunities to their clients
Completing the empanelment process with Partners who want to work with us as Referral Partners
Prepare a calling sheet to touch base with Partners on a defined frequency and share fixed income investment ideas
Handling clients for all the inquiries related to trades and payments.
Achieve targets as assigned by HOD

Skills, Qualifications & Experience

Minimum education requirement graduation shall be preferable
Minimum 1-2 years experience in outbound sales with prior experience in the acquisition of clients and their servicing on an ongoing basis.
Should be proficient in regional languages like Marathi, Gujarati or Kannada.
NISM certification is preferable
Strong communication skills
Good Team player


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