Responsible to generate brokerage primarily through advising,Clients on their Portfolio
Develop and Maintain a long term relationship with customers,to maintain a high level of retention of client base
Drive focus on generating new business/ client base
Product knowledge
Keep abreast with the market Knowledge and market Intelligence
Responsible to ensure all activities are in adherence as per Compliance FM
Provide information and regular updates to immediate manager
Calling to dead clients and assisting them to trade by providing intraday and delivery calls and generating revenue from them
After Market calling to clients and cross selling products like advance brokerage.
Identifying business opportunities by generating leads and building relationships with clients for company growth
Understanding the needs of clients and providing the right solutions that help them through effective presentations
Analyzing and researching new trends in the market relevant to the company
Attending networking events to source and pitch to potential clients and promoting products or services of the company that helps them
Knowing the company’s vision and mission
Knowing the product to create demos for customers and move the sales cycle forward
Understanding client requirements and feedback
Implementing effective business and sales strategies by working closely with sales and marketing teams, and reporting to senior management
Documenting sales contracts that comply with legal requirements
Following up on sales inquiries
Mentoring and training entry-level sales professionals in the company and helping them manage Key Result Areas (KRAs)
Tracking the performance of sales and business decisions and meeting targets
Managing administrative duties, including updating data on Customer Relationship Management (CRM) software like Salesforce, or using email marketing tools
Identifying weaknesses and strengths of the company
Allocating resources and budget to sales and marketing departments
