Investment Solutions Specialist
4 days ago
Job Title: Investment Solutions Specialist
\This role involves developing and maintaining relationships with clients to understand their investment needs and provide personalized solutions.
\The ideal candidate will have excellent communication skills, be able to work independently, and possess a strong understanding of financial markets and products.
\In this position, you will be responsible for identifying new business opportunities, cross-selling financial products, and building strategic plans to grow the business with key accounts.
\You will also be expected to analyze market trends, identify opportunities to optimize sales strategies, and provide market intelligence and insights to clients and internal teams.
\Additionally, you will serve as the primary point of contact for key accounts, addressing queries, and providing excellent customer service to ensure client retention.
\Key Responsibilities:
\- \
- Demat & Trading account opening with at least Rs. 1 Lac of Margin per account through direct sales, cold calling, networking, own data/sources, and references.\
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