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Job - Walk In on 5th Nov 2009 at Seetaportfolio Management Ltd. Kanpur - Kanpur - Seeta Portfolio Management Ltd - 1-to-3 years of experience - Jobs India
Walk In on 5th Nov 2009 at Seetaportfolio Management Ltd. Kanpur
Seeta Portfolio Management Ltd
Job Description
Walk in on 5th Nov 2009 ................!
Address:-Seeta Portfolio Management Ltd 12/43 Ratan House near society Motors MacRobert Ganj Kanpur.
Time:- 11:00 AM to 4:00PM
Contact person – Sonia Kaur-HR/ Indu Nirwan
For any query, kindly contact on 0522-4051704/743
RelationShip Manager /Asst Relationship Manager/ Businees Development Executive.
- To generate business in all financial product lines.
- Coordinating with SM / BM for performing other activities in Branch.
- Ensuring Client Satisfaction through feedback form.
- Ensuring that all the paper formalities of the clients are completed.
- Ensuring that none of the cases get rejected.
- Responsible for sending the DSR report on daily basis
- Responsible for logging & reporting in CRM software (Talisma) on daily basis.
- Responsible for providing before & after sales service to clients. < /li>
- Ensuring that proper communication channel is followed Ensuring that the payments made are through cheque & ensuring that it does not get bounced .
Dealer Equity and Commodity.
- To generate business through trading activities.
- Responsible for executing the trade for the clients.
- Ensuring 100% confirmation to clients for all the trades.
- Sustaining quality execution of trade under market pressure.
- Responsible for achieving individual targets & contributing in revenue generation through Third Party Products as well.
- Coordinating with BM for performing other activities in Branch.
- Responsible for sending the DSR report on daily basis.
- Responsible for logging & reporting in CRM software (Talisma) on daily basis.
Desired Candidate Profile
Candidate must be least Graduate /Master in Business Admin/Post Graduate Diploma in Business Administration/Post Graduate Program in Management in any field.
* Required skill(s): good communication skills, knowledge of local market, experience in current role.
* At least 6 months of working experience in the related field is required for this position.
* Preferably specializing in Sales - Financial Services (Insurance, Broking house, etc) or equivalent. Job role in sales /Team Lead (with all financial Products such as :- LI/, GI, Equity, Commodity , MF, FD).