Job Description

Roles and Responsibilities :

* New client acquisition for Trading and Demat account

* Revenue generation through brokerage

* Cross selling of investment products, Equity and Advance brokerage product (as per clients needs)

* Maintaining client relationship

* Remain update about the latest investment products and market trend

* To guide the client about the suitable investment / trading products as per clients profile

* To ensure the achievement of Acquisition Targets of HNI clients, Retail clients

* No Field work

Qualifications & Experience:

* Any Graduate/Any Postgraduate

* Age not more than 35 Years

* Experience in Securities/Advisory/Broking will be an added advantage

Skills :

* Should have depth knowledge of all financial products

* Should be target oriented

* Should have good communication, presentation and interpersonal skills

* Should have good telemarketing skills

* Should be self-initiative

* Remain updated about the present market scenario and financial market products and trends

* Should have the zeal to help clients in achieving their financial goals
  • Experience0 - 2 Years
  • No. of Openings15
  • EducationAny Bachelor Degree, Post Graduate Diploma, M.A, M.B.A/PGDM, M.Com, Integrated PG
  • RoleBusiness Development Executive
  • Industry TypeBanking / Financial Services / Stock Broking
  • Gender[ Male / Female ]
  • Job CountryIndia
  • Job TypeWork from Office

About CapitalVia FinTech Private Limited

CapitalVia Global Research Limited (Investment Advisor) is a pure play financial market research and consulting company. We are differentiated by the stature of our diverse team. Our 15 years of legacy and values, shape our future, helping to strengthen our business and bring value to our clients.
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