Analyze fast growing and fundamentally sound publicly traded Mid and Small cap companies with the intention of identifying good investment ideas for the clients Maintaining an extensive coverage list of companies and keep track of all the developments In those companies and /or sectors Conducting Experience in fundamental research in share market, 1-3 years Good Hindi & English communication skills
1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...
opportunity to such prospective advisors. To ensure that advisors undergo proper training on product, regulations and other selling inputs. Monitoring the performance and daily activity of fast tracking of the advisors. Motivating their morale in order to retain the performing advisors and giving special
The primary role is to drive quality recruitment of Life Advisors and build up the agency business. Coach Develop Life Advisors to make them self dependent by setting goals for them, conducting reviews and assisting them in their career path with Kotak Life Insurance. Sales Leader Drive sales
1.Responsible for managing clients portfolio by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. 2.Responsible for brokerage generation. 3.Graduate with at least 1 year experience in trading & handling clients. Should
or a share trading account, Equity based investment products in the geography assigned. Target customers according to potential, size by identifying customer needs, assessing their risk appetite and providing them investment options. Achieving targets as assigned by company on a monthly basis Giving
Purpose of Role : Recruit Agents and Source Business for the Company. Primary Responsibility is to recruit agents as per plan. Activate agents on a monthly basis as per given plan. Ensure Active Advisor productivity is maintained as per the plan. Understand, Monitor & Develop the Agents and ensure
Job Description - -Fixing up site visits for clients and briefing them about the whole project. -Convincing them on the property investment and its benefits. -Generating referrals from existing customers and promoting Astron scheme. -Complete satisfaction of the customer from site visit to handover
the same in the meeting tracker • Building relationships with the client & educating them about Investments. Skills & Knowledge • NCFM or NISM Certified. • Graduate / Post Graduate with Minimum 2 years of experience in same field. • Should be a result-oriented, self starter & Proactive. • Should possess
achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization. Will be responsible for primarily selling Equity based investment products. Cross-Sell of Third party products like Mutual Funds ...
Coordinating with HO for issuance of insurance proposals sourced at branch Cash/cheque transactions in system with proper reconciliation and deposition at bank Agency servicing and Life advisor servicing with comply to IRDA norms Comply with company WIG target such as ECS conversion, Online policy conversion ...
response to previous presentations and specific requirements. Teaming up and providing on time input and particular sales knowledge while acting as part of sales team. Build market intelligence data for competition, macro trends, project investments etc Build up local equipment vendor relationships
1.Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product