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    Business Development Executive - Vadodara, India - Investmart Securities Private Limited

    Investmart Securities Private Limited
    Investmart Securities Private Limited Vadodara, India

    6 days ago

    Default job background
    Description

    Responsibilities:

    Business Acquisition through Financial Planning

    • Client Profiling
    • Ensure goal based financial planning
    • Undertaking client meetings and presentations to acquire new business
    • Enhance and update knowledge about the industry

    Relationship Management & Portfolio Management

    • Maintain, develop and grow relationship with the clients
    • Cross selling
    • Tracking, analyzing and monitoring client portfolio
    • Research & Analysis of various financial instruments

    Client Servicing and Processing

    • To understand, address and resolve client queries
    • To undertake form/paper and processing formalities
    • To ensure smooth business process

    Conduct client seminars and events

    • Investor Awareness program
    • Corporate workshops

    Handholding the clients on technology platforms

    Qualification:

    • MBA/MCom/PGD with specialization in Finance/Marketing

    Experience:

    0 to 3 years

    Other Desirables:

    • Excellent communication and presentation skills
    • Possess strong convincing power
    • Computer Literate and expert in MS Word, Excel, Power point
    • Proficiency in English, Hindi and Gujarati
    • Two-Wheeler a must


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