Sales Officer
- SMC Global Securities
- 0 - 5 years
- Cuttack
- 2 days ago
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Job Description
JOB PROFILE : Relationship Manager - Sales 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.
Providing better services to the Clients and request them for references.
Ability to influence prospective Clients and convert leads into Sales as well as convincing them to invest more. Visiting Bank branches assigned & Maintaining cordial relations with the Bank staff Getting the Bank (Tied up) Demat and Savings Account opened.
Acquiring more and more Clients with high net worth for getting increased revenues.
Looking into corporate deals and finding out more mass attraction avenues.
To enhance profitability of the business by ensuring cross selling of other products of the organization like Mutual fund SIP, My Com/My Stock SIP etc Responsible for promoting positive relationships with the clients.
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.
MEASURES OF SUCCESS/KRAS (KEY RESPONSIBILITY AREAS )
1. Accomplishment of Account opening targets, set by the superiors
2. Catering to the Clients requirement and solving their grievances
3. Identifying potential Clients for cracking deals.
4. Accuracy & Timeliness in maintenance of MIS
5. Accuracy & Timeliness in providing regular DSR
6. Lead generation by cold calling
7. Effectively mapping clients requirements and providing them requisite services.
8. Ensure Daily Sales Reports in CRM software. Interested candidates can share their resume at de*********a@sm***********e.com OR 9147159***
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Trading, Asset & Wealth Management - OtherEmployement Type: Full timeContact Details:
Company: SMC Global SecuritiesLocation(s): Cuttack
Keyskills: Sales Nism Viii Cross Selling Credit Card Sales Bfsi Sales Insurance Sales Equity Broking Casa Sales Loan Sales
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SMC Global Securities
Established in 1990, SMC is a diversified financial services company in India offering brokerage services across the asset classes of equities (cash and derivatives), commodities and currency, investment banking, wealth management, distribution of third party financial products, research, financi...
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