Delhi
Full-Time
Junior: 1 to 3 years
3.5L - 5L (Per Year)
Posted on Jun 14 2023

Not Accepting Applications

About the Job

Skills

Customer Relationship Management (CRM)
Communication
Lead Generation
Business
Proposition
Interpersonal Skills

Office Location : Connaught Place

Weekly Offs - 2 Saturdays and all Sundays


Mandatory to Have:

Graduation Degree

Field Sales Exp in Demat / Mutual Fund/ Wealth Products


Job Description

1. To identify and acquire the customers

2. Maintaining the relationship with the customers.

3. Retention of customers

4. To cross-sell the investment party products

5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect.


Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run.

1. Generate revenues and AUM for the company as per the expectation

2. Give high priority service to the customers as per the company processes

3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securities broking, derivatives, bonds and all the products promoted by the company

About the company

Moneylicious Investments and Consulting Services Private Limited is a Corporate Consulting Services Firm facilitating recruitments for Financial Services, IT, Fintechs, and Startups.

Industry

Consulting Services

Company Size

10 -15 Employees

Headquarter

Mumbai

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