Position: Sales Executive
Location: Okhla, Delhi
Full Time Work from Office Opportunity
Roles and Responsibilities
· Acquire customers for Demat and Trading Account and generate revenue through brokerage.
· Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products such as mutual funds and Insurance.
· Acquire new customers through active referrals from clients in existing portfolio and self-generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
· Attend post result con-calls, meets for improved client servicing.
· Willingness to travel outside city.
· Conduct regular Client Meetings & update the same in the meeting tracker
· It requires the candidate to do Business Development, market scoping, arrange meetings, prepare pitches/decks, present it to Corporates, HNI and UHNI, manage follow-ups to sell products.
· Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
Requirements and Skills
The Ideal Candidate will have 0-2 years of Work Experience.
·
Graduation / MBA degree • Positive
attitude for doing 2-3 meetings each day, for meeting new
people and someone who enjoys doing sales
· Experience in direct sales will be an added advantage
· Good communication skills
·
Ability to understand requirements of
prospects and decent aptitude to understand and pitch
property solutions to prospects
· High levels of passion and ownership
Why should you join us?
Introduction
Founded by IIM-Ahmedabad, Yale SOM, and Columbia alumni, Pocketful is a new-age Fintech broking platform, aimed at making financial markets accessible for all. We’re constantly innovating and working on a disruptive platform. The team is highly-skilled,
young, and extremely hungry and we’re looking for folks who fit this persona. We’re backed by one of India’s leading stock brokers – Pace Stock Broking Services.
About Pocketful
Led by Alumni from IIM-Ahmedabad and Ivy League universities (Yale & Columbia University) Pace Stock Broking is a premier boutique financial institution, founded in 1995, providing awide range of services in financial markets. We are members of NSE, BSE, MCX & NCDEXand are amongst the top 3 institutions in North India in terms of turnover on the exchanges. Headquartered in New Delhi, we maintain more than 30 direct branches and sub-broker offices at more than 300 locations (in more than 75 cities) across India.
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