Pcg Sales(South) Apex Services. Hiring For One of the leading broking firm

  • company name Apex Services. Hiring For One of the leading broking firm
  • working location Office Location
  • job type Full Time

Experience: 4 - 4 years required

Pay: INR 500000 - INR 900000 /year

Type: Full Time

Location: Bangalore

Skills: SIP, Cross Selling, demat, client aquisition, mutual funds sales, hni client handling, hni acquisition, New Client Acquisitions, pcg sales

About Apex Services. Hiring For One Of The Leading Broking Firm

Job Description

Dear Candidate,

 

Greetings From "APEX SERVICES"

 

Role-  HNI Dealer

 

CTC- upto- 10 LPA + incentive + Other benefit 

 

Roles and Responsibilities:

 

  • Client Acquisition and On-boarding:
  • Identify, prospect, and on-board new clients through networking, referrals, and market research.
  • Conduct meetings with potential clients to understand their financial objectives and introduce
    suitable financial products.
  • Ensure a seamless on-boarding process for new clients, including KYC compliance and account
  • Sales and Revenue Generation:
  • Achieve quarterly targets for client acquisition and revenue generation.
  • Cross-sell and upsell financial products such as equity, derivatives, mutual funds, fixed-income
    products, and insurance.
  • Actively promote brokerage services to increase trading volumes and client participation.
  • Relationship Management:
  • Build and maintain long-term relationships with new and existing clients by offering personalized financial solutions.

  • Regularly communicate with clients to provide updates on market trends, investment strategies, and portfolio performance.

  • Resolve client queries and ensure satisfaction with the companys services.

 

Skills:

  • 2-5 years of experience in client acquisition, sales, or business development in the financial services or broking industry.
  • Proven track record of meeting or exceeding sales and acquisition targets.
  • Strong knowledge of financial markets, trading platforms, and broking products.
  • Excellent communication, negotiation, and interpersonal skills.

Kindly reply with an updated CV on apex.shivprabhahr@gmail.com if you are interested in the mentioned Job Role. you can also call on 7991680640.