Field Sales Executive
Raghunandan Money · Agra
PayPay not listed
WhereAgra
TypeFulltime
Posted22 Oct8 days ago, via Indeed
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
About this job
- Duties and Responsibilities
- -
- Build and maintain long-term relationships with clients, focusing on both acquiring new clients (especially HNI and Ultra HNI) and retaining existing ones
- Liaise with internal departments to ensure quick resolution of client queriesAdvise clients on equity portfolios, provide investment recommendations, and execute stock trades on their behalf.
- Identify and pursue new business opportunities, including cross-selling financial products such as mutual funds, PMS, IPOs, and insurance.
- Monitor and analyze stock market trends to deliver timely, informed advice to clientsMeet Non-Trading Customers and activate them.
- Ensure that the customer actively trades after opening the account.
- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed.
- Achieve revenue and client activation targets through effective advisory and relationship management.
- Attain through knowledge about stock market terms and trading practices
- Pay
- ₹15,000.00 - ₹20,000.00 per month
- Work Location
- In person
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