Client Relationship Officer

7 days ago

Hubli, India SUKHANIDHI INVESTMENT ADVISORS Full time

**Key Responsibilities**:

- You will be responsible for primarily selling Equity based investment products and building an advisory book.
- Responsible for identifying customer needs, assessing their risk appetite and should assist clients in their financial endeavours.
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Making sound marketing strategies for a potential client’s acquisition and retention.
- Conduct in-person meetings, phone, video calls with potential investors.
- Delivering inspiring sales presentations to convert prospects to successful sales and Organizing Marketing Campaigns in all formats.
- Liaising with internal departments to ensure client needs are fulfilled effectively.
- Provide regular updates to the immediate superior as and when required.

**What we need**:

- Passionate about the stock market.
- Graduate / Post graduate 1- 3 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
- Should have good communication & presentation skills.
- Pleasing and positive attitude.
- Should be a self-starter, proactive & target oriented.
- Relationship building skills

**What we can provide**:

- A remuneration that is competitive.
- Performance Bonus
- A fantastic working atmosphere with lots of flexibility.
- Peer-to-peer learning from a bright and motivated team.

**Location**: Hubballi and Bengaluru, Karnataka

**Salary**: ₹10,000.00 - ₹35,000.00 per month

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Hubli, Karnataka: Reliably commute or planning to relocate before starting work (required)

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