Field Sales Executive Jobs in Mumbai - United hr solution
Job Description
Purpose of role Direct sales of Demat and trading accounts to customers (Retail and HNI). Key Responsibilities -
- Acquire new clients for Demat and Trading accounts through networking, database and references.
- End-to- end customer relationship management.
- Engage with inactive customers and activate their accounts.
- Sell online accounts to customers and encourage them to trade online.
- Have a customer-centric approach and ensure that customers are serviced well.
- Ensure that customers trade actively after opening the trading account.
- Equity Relationship Manager
- Title Relationship Executive/Relationship Manager
- Dealing and client acquisition Department
- Dealing Direct reporting Cluster Head
- To trade on behalf of the clients and new client acquisition(both Retail and HNI)
- Execute trades on live terminal and collect cheques from clients.
- Educate clients to move on to self trade on line.
- Acquire new clients through references and other sources
- Know market sentiment via research, valuation and data analysis Monitor BSE/NSE and other international market performance
- Provide key clients daily information related to trading and market movements
Qualification, Experience & Desired Skills
- A thorough understanding of financial markets, their behavior, movements and expectations with respect to the market.
- Good understanding of financial products and presentation of those to customers.
- Excellent customer relationship management.
- Excellent oral and written communication skills with clarity of thought, speech and expression.
- Excellent interpersonal skills.
- Good Analytical Skills.
Job Particulars
Education B.Com
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id326796
Job Category Others
SkillsFinance
Locality Address Andheri West , Bandra West , Dadar West
State Maharashtra
Country India
About Company
About Karvy Karvy is a premier integrated financial services company, ranked amongst the top-5 in the country across all the business segments that it has presence in. The Group services over 70 million individual investors in various capacities, and provides investor services to 600 of the best of Corporate India. Karvy covers the entire spectrum of financial services, such as stock broking, registry services, depository services, distribution (of financial products including mutual funds, bonds and fixed deposits), commodities broking, currencies broking, personal finance advisory services, merchant banking and corporate finance, wealth management, NBFC, insurance repository, equity placement and IPOs among others. The Group is professionally managed with combined staff strength of nearly 8500 employees across the length and breadth of the country and ranks among the best in technology, operations and research.
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