Business Support Executive
2 weeks ago
New Client Prospecting - Through cold-calling, appointments, reference etc
Explain about the Company, its products & services to existing clients & prospects
Promote investments in Equity products, Currency trading, Mutual Funds, Insurance
and PMS
Update clients with Research Reports on Equity, new MF Schemes, NFOs, IPOs and on
market trends.
Cross Sell to existing clients
Keep regular contacts with the clients of the branch through telephone calls and meetings
Assist team members in the Branch to close leads
Provide investment application forms to clients and assist them in filling
Provide after sales service, follow-up and ensure client retention
Ensure the maintenance and enhancement of the AUM of the branch
Prepare daily sales report and send to Branch Head and Sales Manager
Make prompt entries in the back office of business done by branch in the Equity & Currency Segments Role & responsibilities
Preferred candidate profile
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