Sales and Relationship Officer

2 days ago


Coimbatore, Tamil Nadu, India GEPL Capital Full time

Welcome to GEPL Capital, where we are committed to providing exceptional financial solutions to our clients. We are seeking a Sales and Relationship Officer to join our team, who will be responsible for building strong relationships with our clients and helping them achieve their investment goals.

About Us

GEPL Capital is a trusted name in the financial services industry, with a network of over 100 offices and 30,000+ clients nationwide. We are members of BSE, NSE, MCX, NCDEX, CDSL, WDM, and the Insurance sectors, offering unmatched growth opportunities in a supportive work environment.

Job Description
  • Client Acquisition: Identify and approach potential clients to open Demat and Trading accounts.
  • Lead Generation: Map prospective customers and generate quality sales leads through references, networks, and market research.
  • Client Interaction: Effectively communicate the benefits of Demat and Trading accounts, addressing client queries and concerns.
  • Field Visits: Conduct regular visits to meet clients, explain offerings, and close sales.
  • Reporting: Maintain accurate records of client interactions, leads, and sales activities.

Required Skills and Qualifications

  • Sales Mindset: Strong passion for achieving and exceeding sales targets.
  • Communication: Excellent communication and interpersonal skills to connect with diverse clients.
  • Field-Ready Attitude: Willingness to travel and conduct field visits regularly.
  • Client Focus: Ability to build and maintain long-term client relationships.


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