
Client Relationship Manager
3 days ago
Job Overview
- Our team is looking for a skilled Field Sales Executive to play a key role in generating revenue and expanding our customer base.
Key Responsibilities:
- Open Demat accounts for clients, providing them with a secure and efficient way to invest in the stock market.
- Responsible for brokerage and revenue generation through effective sales promotion activities.
- Provide exceptional customer service by hand-holding clients during initial phases, ensuring they have a seamless onboarding experience.
- Connect with clients through regular calls or visits to advise them on various investment products.
- Collaborate with business managers and team members to drive sales performance and meet targets.
- Engage in new and inactive client services, including meetings and follow-up activities.
- Develop strong relationships with clients to understand their needs and provide personalized product explanations.
- Utilize personal contacts and networking opportunities to generate leads, participate in contests, and leverage events to expand the customer base.
Requirements:
- Strong communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds.
- Excellent knowledge of financial markets, investment products, and industry trends.
- Proven track record of meeting sales targets and driving revenue growth.
- Ability to work effectively in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
Benefits:
- Competitive compensation package, including salary and incentives.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment that fosters collaboration and teamwork.
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