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74 jobs found for Relationship Manager - Equity Surat

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  • Acquire Online and offline accountsSell Value pack accounts and collect 3 lacs margin every monthSell of HNI accounts acquisition for equity, commodity and currency.Sell third party business (cross selling) also like MF and PMS.Need to maintain relations with his clients and with the team

  • Cold CallingGenerating references from Market / Existing clientsAcquisition of New ClientsLMS Entry & UpdationSelling Investment product like Demat A/c, Mutual Fund, PMS, Life InsuranceMaintaining Client RelationshipSkills:Sales & acquisition experience, Customer Service/Relationship, Relationship

  • Business development of Demat, trading account, Equity, Commodity and Currency business in the region through branch and franchisee network. Client acquisition, activation through the network and individually. Acquiring & Advising clients for trading and maintain portfolio Maintain relationship

  • 1) Provide the Advisory to clients for Investment. 2) Maintain Client Relationship and provide them best service. 3) Make Trades in Equity for client on behalf of clients. 4) Cross Sales of mutual fund and LI ...

  • 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 ...

  • based on strategic marketing data and other sources for sales leads in our CRM system Collaborate with sales leadership to create and train prospecting process. Manage day-to-day performance of all sales team members and deliver reviews. Work with sales leadership to generate ideas for sales, market Excellent communication skills; Self starter and initiative skill Positive, confident and determined ...

  • Looking for the business acquisition in the form of home loan /LAP / SME. Maintaining portfolio and collection of loan Overall Portfolio and Business Analysis for all the products. Sourcing Business through open market / DSA. Business plans to achieve desired sales targets. Follows the marketing strategies to build customer preference and drive volumes. Classify the periodic sales plan and ensuring ...

  • - Execute trades on live terminal and collect cheques from clients. - Educate clients with the market behavior and encourage them to self trade on line. - Acquire new clients through references and prospecting. - Know market sentiment through research, valuation and data analysis. - Monitor BSE/NSE and other international markets' performance. - Provide key clients daily information related to trading and market ...

  • Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets; C to C (Cost to Costing). Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential Acquiring more and more Clients ...

  • Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets; C to C (Cost to Costing). Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential Acquiring more and more Clients ...

  • Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets; C to C (Cost to Costing). Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential Acquiring more and more Clients ...

  • Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets; C to C (Cost to Costing). Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential Acquiring more and more Clients ...

  • Managing cross sale of General Insurance through Bancassurance channel with Multiple branches of banks assigned in the respective location. Managing active relationship with Branch Managers and branch staff to have complete pulse on business and generating cross sell business opportunities ...

  • competitor moves to achieve market share metrics. • Implementing promotional activities in coordination with external agencies to spearhead product launch, brand promotion, event management & corporate sales initiatives. Dealer Management • Associating & developing channel partners, ensuring maximum Strong auto sales & sales management experience (New Car, Used Car, Corporate, Telecaller Team, Car Finance ...

  • new clients Communicating with clients, assessing their requirement Building a team based on the requirement working at short notice Giving feedback to the team and the client. Calling in order to promote our services by telecalling. Working on Client Relationship Management (CRM) software, experience in back Creative flair for taking appointments and executing Marketing people. Understand the importance ...

  • This is a front-line sales position in the consumer cards sales team, and is responsible for driving business, achieving monthly sales targets and acquiring new customers through consultative selling of our cards products through a defined channel of acquisition [Retail, Corporate, Venue-sales] Prospecting for new customers through existing leads and cold calling and maximizing lead generation Timely ...

  • Companies Designation:- Manager/Asst. Vice President - Merchant Banking Person should be able to Developed a strong relationship and a comfortable bond with the promoters/SME corporates, with an ability to understand the business and identify the optimum solution. Team leader for business development &

  • Companies Designation:- Manager/Asst. Vice President - Merchant Banking Person should be able to Developed a strong relationship and a comfortable bond with the promoters/SME corporates, with an ability to understand the business and identify the optimum solution. Team leader for business development &

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