BD & Equity Advisor - Digi Partners - Franchisee Biz

Job description
Role Designation:- BD & Equity Advisor - Digi Partners - Franchisee Biz

Department:- Advisory-DIGI Franchisee

Role & responsibilities

1. Developing & Managing Franchisee Business Partners of specific region.

2. Managing day to day or daily client risk.

3. To coordinate with CSE for account opening along with resolving client queries like software download, terminal issue, stock transfer and collection of funds.

4. Keep a check on Revenue generation, Brokerage and Account opening.

5. Cross-Selling of products related to Equity, derivatives & Insurance.

6. Conduct meetings Personal and Video Call with Business Partner & Clients.

7. To Deliver Regular Webinar and Seminar for Business Developments.

8. Set the Right Processes in the team and automate wherever required.

coordinating with different departments for smooth transactions

Preferred candidate profile

Educational Qualifications:Graduate / MBA
Prior Experience:2 to 5 years in broking business.
Domain Knowledge: Knowledge of broking, operations knowledge, risk profiling of client along with technical and fundamental understanding.
IT Skill: Knowledge of trading applications, MS Office etc.
Should have excellent understanding of Derivatives, specifically Option strategies
Must have good communication and should be aggressive and passionate about market

Role: Sales Manager
Industry Type: Financial Services (Broking)
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management
Education
UG: Any Graduate
PG: Any Postgraduate
Key Skills
Skills highlighted with ‘‘ are preferred keyskills
Cross SellingB2B Salesrelationship managerWealth ManagementBusiness Development
Corporate SellingFiled WorkBancaHNINew Client AcquisitionBrokingSME SalesCross SalesBfsi SalesInsurance BrokingAcquisitionB2BRelationshipClient RetentionCorporate Sales