Multiple Openings at a Financial Services Major, Kolkata
Financial Services Major
Experience : 1years - 6 years
Salary: 0.0 Lacs - 0.0 Lacs
Location: India, Kolkata,
Job Validity: 2021-04-30
Functional Skills: Business Development
Job Type : Permanent
Industry : Financial_Services
Qualification : MBA, Commerce Graduate, Chartered Accountant,
Role : Multiple Openings at a Financial Services Major, Kolkata

Job Description

Position Title: - BDE (Business Development Executive) 
Experience - 1-3 Years
Location - Kolkata
Individual Contributor Role

Specific Responsibilities

• Effectively employ lead generation skills to achieve targeted revenues & generate leads converting into sales.

• Drive Sales through new customer acquisition.
• D-mat & Equity Advisor (equity, Commodity, SIP, Mutual fund) to the clients.

• Identify and develop sources of potential clients.

• Serve as the key client contact on multiple accounts.

• Smooth onboarding of customers and maximize revenue through cross selling.

• Demonstrate full knowledge of all services, products, relevant selling points and benefits.

• Maintain accurate records of all contacts with clients.
• Research and identify new market opportunities.
Personal Attributes

• Good communication and interpersonal skills

• Sound problem solving and decision-making skills

• Collaboration & Co-ordination skills

• Aggressive lead conversions, result-oriented & self-motivated

• 2-3 deal closure experience will be added advantage

Formal Qualifications
Under Graduate • Any Graduate - Any Specialization
Post Graduation • MBA/PGDM – Finance Specialization, CA

 

Position Title: - Manager- HNI Sales 
Experience 3 - 6 Years
Location Kolkata
Reporting to VP Sales
Individual Role
Specific Responsibilities
• Responsible for managing the portfolio of the HNI/ Ultra HNI clients. Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile.

• Showcase entire product suite to existing clients and growing their assets across Mutual funds, equity, commodity and currency, AIF strategies, Structures, Alternate Assets.

• Responsible for cross selling various financial products like Mutual funds, derivatives, Stocks, Depository, Corporate Lending to the new set of customers and building depth within the existing relationships.

• Focus on increasing the Asset Under Management(AUM) for the company .

• New client acquisition through networking, database, market intelligence or reference from existing clients.
• To target on those clients willing to take up high speculative trading.

• Maintain accurate records of interactions with clients.

Personal Attributes

• Good communication and interpersonal skills

• Sound problem solving and decision-making skills

• Strong networking & relationship building skills

• Aggressive lead conversions, result-oriented & self-motivated

• 2-3 deal closure experience will be added advantage

Formal Qualifications
Under Graduate • Any Graduate - Any Specialization
Post Graduation • MBA/PGDM – Finance Specialization, CA

About Company

The Company provides equity, commodity, currency, internet trading, and depository services.

Posted by
Admin
Posted Industry
Financial_Services
Job Code
005307
Location
Kolkata
Posted on
25 Feb 2021
Views
229
Applications
22