Financial Services Representative
3 days ago
Company Overview
\GEPL Capital, a recipient of the prestigious 'Maharashtra Best Employer Brand Award 2018,' is a trusted name in the financial services industry. We have a network of over 100 offices and 30,000+ clients nationwide.
\Job Description
\As a Financial Services Representative, you will be responsible for identifying and approaching potential clients to open Demat and Trading accounts. You will need to 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.
- Market Awareness: Stay updated on market trends, financial products, and competitor activities to strategize better.
Requirements
\- 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.
- Education: Minimum graduate qualification is mandatory.
- Experience: Prior experience in field sales or financial services is preferred but not mandatory.
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