Branch Sales Metro
Published date: 2024/01/10
- Location: Surat, Gujarat, India
Department: Broking Channel
Designation: Branch Sales - RM
Grade: E1/ E2 – Assistant Manager OR Deputy Manager
Years of Exp: 1 to 4 yrs
Reporting to: M3/M4
Location: Surat
Roles:
• Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as andwhen required
Skills & Knowledge
• Graduate / Post graduate with 1 – 4 yrs exp in direct selling of financial products from any financial services industry.
• Should have good communication & presentation skills.
• May have good existing client relationships in the market.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills
Designation: Branch Sales - RM
Grade: E1/ E2 – Assistant Manager OR Deputy Manager
Years of Exp: 1 to 4 yrs
Reporting to: M3/M4
Location: Surat
Roles:
• Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as andwhen required
Skills & Knowledge
• Graduate / Post graduate with 1 – 4 yrs exp in direct selling of financial products from any financial services industry.
• Should have good communication & presentation skills.
• May have good existing client relationships in the market.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills
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