Average salary: Rs364,750 /yearly
More statsSearch Results: 11 vacancies
...thorough needs assessments to recommend appropriate financial solutions.
4. Cross-Selling and Relationship Building:
• Cross-sell Demat Accounts and other relevant financial services to existing and potential clients.
• Develop and maintain strong relationships with...
...address and resolve investor claims regarding lost or unclaimed shares.
Oversee the dematerialization process from physical shares to demat accounts, ensuring compliance with all regulatory requirements.
Actively assist clients in recovering shares transferred to the...
...contribution tracking, and unit allocation
Managing the end-to-end unit dematerialization process to transfer the units to investors’ Demat accounts
Maintaining investor-level data records
Managing investor-level SOAs, capital statements, quarterly reports, income...
Rs 3 - 4.2 lakhs p.a.
...taking investment decision for the clients.
Coordination with KYC team for documentation and compliance
Focus on products - Demat, Mutual funds,
Qualifications and Years of Experience
Any graduate/ MBA in Sales and Marketing/ BBA
Years of Experience- Min...
...interactions with the customers and pro-actively assessing customer needs
Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
Complete and accurate capture of call interactions, including profiling thereby aiding relationship...
...acquisition, building new relationships and increasing depth in existing relationships with clients.
~Selling online broking accounts- Demat account, trading account.
~Identifying customer needs, assessing their appetite and providing them investment options.
~Cross...
...Roles and Responsibilities-
Develop and implement growth strategies to achieve sales targets for credit cards, bank accounts, demat accounts, and mutual funds.
Manage and optimise channel sales, ensuring efficient and effective performance.
Collaborate with banking...
...are Grip’s flagship products, which are regulated, rated and listed on the exchange. Individual investors can hold these instruments as demat securities, and earn an attractive risk adjusted reward in fixed income asset class.
● Corporate Bonds
Corporate Bonds are...
...Leads from the Market and call them to generate physical and online meetings as per their financial needs like Insurance, Mutual Funds, Demat Account, Stock Market Investing/Trading, Taxation and close Sales. The candidate should be able to work independently. Educational...
...relevant platforms and call them to generate physical and online meetings as per their financial needs like Insurance, Mutual Funds, Demat Account, Stock Market Investing/Trading, Taxation and close Sales. The candidate should be able to work independently. Key Responsibilities...
...interactions with the customers and pro-actively assessing customer needs
Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
Complete and accurate capture of call interactions, including profiling thereby aiding relationship...
