Associate - Sales Jobs Opening in AIONION CAPITAL MARKET SERVICES PRIVATE LIMITED at Avinashi Road, Coimbatore
Associate - Sales
Job Description
Key Responsibilities
1. Client Acquisition & Lead Generation
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Identify and approach potential clients through referrals, networking, cold calls, and marketing campaigns.
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Present and explain the stock broking services, investment products, and financial solutions offered by the organization.
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Convert leads into clients while adhering to compliance and regulatory guidelines.
2. Sales & Promotion of Financial Products
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Promote investment products such as equities, mutual funds, bonds, IPOs, derivatives, and portfolio management services.
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Demonstrate product features, benefits, and potential returns to clients.
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Upsell or cross-sell products to existing clients to maximize revenue.
3. Client Relationship Management
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Build and maintain strong, long-term relationships with clients.
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Understand clients’ financial goals, risk appetite, and investment preferences.
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Provide personalized guidance and regular updates on portfolio performance.
4. Compliance & Documentation
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Ensure proper documentation for client onboarding, KYC (Know Your Customer), and account opening.
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Adhere to SEBI and organizational regulations while promoting and selling financial products.
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Maintain confidentiality of client information and ensure ethical sales practices.
5. Market Research & Reporting
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Stay updated on market trends, investment opportunities, and competitor offerings.
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Provide feedback to management on client requirements, market demand, and potential growth areas.
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Maintain records of sales activities, leads, and client interactions.
6. Performance & Target Achievement
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Achieve assigned sales targets and contribute to the growth of the brokerage house.
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Monitor progress, identify gaps, and strategize to meet revenue and acquisition goals.
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Participate in promotional events, seminars, and workshops to generate leads.
Skills and Competencies
Core Skills
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Strong communication and interpersonal skills to engage clients effectively.
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Sales aptitude with a focus on target achievement and revenue growth.
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Knowledge of financial products, stock markets, and investment strategies.
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Presentation skills to explain complex financial concepts clearly.
Behavioral Competencies
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Client-Centric Approach: Understanding client needs and providing suitable solutions.
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Integrity & Ethics: High ethical standards in sales and client dealings.
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Result-Oriented: Ability to achieve and exceed sales targets.
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Adaptability: Handle changing market conditions and client demands effectively.
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Problem-Solving: Address client queries and concerns promptly.
Technical Competencies
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Familiarity with trading platforms, stock market tools, and financial software.
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Knowledge of KYC, SEBI regulations, and compliance requirements.
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Ability to analyze market trends and identify investment opportunities.
More information about this Associate - Sales Job
Please go through the below FAQs to get all answers related to the given Associate - Sales job
- What are the job requirements to apply for this Associate - Sales job position?
- Ans: A candidate must have a minimum of 0 to 2 year experience as an Associate - Sales
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, M.Com, BBA/BBM, MBA/PGDM
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Associate - Sales is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Associate - Sales position?
- Ans: There are immediate 1 job openings for Associate - Sales in our Organisation.
