Customer Sales Executive

CapitalVia FinTech Private Limited

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

* Opening for Sharekhan Demet process

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

• Experience

  0 - 2 Years

• No. of Openings

  5

• Education

  Integrated PG, M.A, M.B.A/PGDM, M.Com, Any Bachelor Degree, Post Graduate Diploma

• Role

  Customer Sales Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office