Title Financial Advisor Area of operation Sales of Demat & Trading accounts
Department Sales Direct reporting Cluster Manager
Level Up to S7 Dotted line / any other reporting
Location Compensation Purely depends on the current CTC
Company: Karvy Stock Broking Ltd. Recruiting manager: HR
Karvy is a premier integrated financial services group ranked amongst the top-5 in the country across all the business segments that it has presence in. The Group services over 70 million individual investors in various capacities, and provides investor services to 600 of the best companies of Corporate India. Karvy covers the entire spectrum of financial services, such as stock broking, registry services, depository services, distribution (of financial products including mutual funds, bonds and fixed deposits), commodities broking, currency broking, personal finance advisory services, merchant banking & corporate finance, wealth management, NBFC, insurance repository, equity placement, and IPOs among others. Karvy has forayed into non-financial businesses such as data management, Big data analytics and Market research. The Group is professionally managed with combined staff strength of nearly 18,000 employees across the length and breadth of the country and ranks among the best in technology, operations and research.
Purpose of role
The role would demand sales of Equity products to customers (both Retail & HNI).
Acquire new clients for Demat & Trading accounts through networking, data base and references.
End to end customer relationship management.
Meet Non-Trading Customers and activate them.
Sell online accounts to customers and encourage them to trade online.
Have a customer centric approach and ensure that they are serviced well.
Ensure that customer trades actively after opening the trading account.
Qualification, Experience & Desired Skills
Graduate/PG graduate with 1 to 3 years of sales experience from BFSI/NBFC background
A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
Good understanding of financial products and present the same to customers.
Exceptional customer relationship management .
Excellent oral and written communication skills with clarity of thought, speech and expression.
Excellent interpersonal skills.
Good Analytical Skills.
Thanks and Regards
addoori.thirupathi @ idctechnologies.com
MOBILE: 9885599789/1 40 6607 9000 EXT : 2022
Salary: INR 90,000 - 2,75,000 P.A.
Industry: Accounting / Finance
Functional Area: Accounts, Finance, Tax, Company Secretary, Audit
Role Category: Accounts
Role: Financial Accountant
Employment Type: Permanent Job, Full Time