Executing Trades for both Retail & High Net worth clients and maintaining a good repo with them. Responsible for meeting and convincing Dormant Account clients to get activated. Advising clients to build a strong portfolio through asset allocation process mainly into equities & bonds based on short Candidate should have minimum 6 month of experience in equity dealing, will be responsible for cross ...
Looking for Candidates who have experience into Equity Research into European Banks or Financial Institutes or Insurance. Assist in designing, preparing and compiling the teams franchise strategy products. Undertaking primary research for key thematic reports, including GPS publications. Working
and competitor and customer analysisanalyze data to identify sales opportunitiesdevelop promotional ideas and materialattend trade meetings and industry conventionscultivate effective business relationships with executive decision makers in key accountsEducation and Experiencebusiness degree or related
Primary Responsibilities 1. Advising clients with regards to their Investments in Equity & Derivatives Market, place orders on their behalf. 2. Building relationships with the client & educating them about Investments 3.Responsible for achieving Brokerage 4. Accelerating client base Specialized
in account. * Establishes a professional working relationship (up to the executive level) with clients, focusing mainly on specialist buyers, e.g. IT. * Analyzes win/loss rates and drive recommendation to improve ratios * Works with and leverages external partners to deliver
Duties:Acquiring equity, commodity and currency accounts by generating leads through banks tied up with Religare Cross selling life insurance, health insurance and mutual fundClient investment advisory and client servicingPlanning and executive various promotional activities for lead
Role:Feet-On-Street | Acquisition & Lead ClosureReporting:Sales ManagerJob Duties:Candidate has to fix appointments and be on field to meet prospectsCandidate has to convince people to open their De-Mat / Trading account with Angel Broking.Achieve monthly targets.Maintain relations
1. Designation - Regional Sales Manager (second line manager) Age - Maximum 48 Therapeutic Segment - General HQ - Pune Area Coverage - Maharashtra CTC - Upto 6.50 L p.a. 2. Designation - Regional Sales Manager (second line manager) Age - Maximum 48 Therapeutic Segment - General HQ - Delhi Area
Source SME applications directly and through DSAs, Leads and other channels. Ensure the files are processed from login stage to disbursement. Continuously follow up with internal departments (Operations and Credit) for completion. Prepare daily sales reports and provide the information to supervisors in a timely manner. Engage with existing customers to ensure repeat business and/or referrals. Maintain ...
with the Relationship Managers. Adhere to the partners touch-point engagement in order to service his portfolio of corporate clients. Adhere to the Activity Management framework advised. Ensure compliance to internal sales process & other compliance standards. Relationship Management Build relationship
Managing the High Net Worth customers of the Bank Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Ensuring the highest levels of service
sell opportunity Cross sell and upsell products to existing customers & build portfolios Manage the relationship with customers to ensure persistency & renewals Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture Ensure the delivery
to internal sales process & other compliance standards *Providing Timely Reports to the supervisors as per the requirements. Desired Candidate Profile *Graduate, Post Graduate would be an added advantage *Minimum 2 Years of Experience in Banking/Insurance Sales- Banca/ Relationship Management *Good
-Responsible for developing new clients and ensuring consistent flow of new revenue for the company. -Set appointments and personally meet with prospects, conducts in depth dialogue and develops a positive business relationship built on mutual trust. -Partners across the firm to utilize appropriate