About this role
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: Ahmedabad 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 and when 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