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Banking / Financial Services Jobs
Looking for RM Sales Full Time
JOB RESPONSIBILITIES
Responsible for meeting the targets of Online/Offline Demat and Trading account in various segments.
Business/ Operational/ Functional/ Financial Perspective To accomplish his Account opening targets, set by the superiors. Generating leads through cold calling.
Accomplishing meeting targets, as set by Superiors. Analyzing & increasing the client database and finding out the potential Clients- based on their priority level of the Client,
fixing meetings with the seniors with the help of database, personal references & networking.
Collection of Margins from the Clients.
Self analyzing the market as well as compiling the data received from the Research Analysis Team and updating the Customers accordingly.
Preparing a daily MIS of number of calls made and meetings conduct and sending them to the sales manager as well as Business Head in CRM.
Looking into the avenues for tapping bulk accounts. Identifying the non-trading accounts and push them for trading.
Ability to influence prospective Clients and convert leads into Sales as well as convincing them to invest more.
Visiting tieup banks branches assigned to him/her
Coordinating with the clients regarding his/her stock and fund withdrawal.
Handling client queries either on phone or by visiting them personally. Ability to handle all kinds of clients as customer reactions varies from person to person.