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Minimum Salary: Indian rupee sign 15000 per month
Minimum Experience: 1 years
Number of Positions: 4
Education: Any Graduate
Location: Gurgaon - India

Reference No.: PG-1243-840-2017-09-11


We have an opening for SALES OFFICER that are specialized or have previous experience of working with financial service sector. The requirement requires Marketing financial/investment product(s) directly to retail clients. Developing a database of prospects and leads and converting the acquired data into client meetings and follow-ups with eventual conversion to sales within a reasonable time period. Providing clients with after sales advise and troubleshooting services with respect to their investment activity and acting as a medium between the company and the client.


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 customer is serviced well.

Ensure that customer trades actively after opening of the trading account.

To understand customer's financial goals, advice them on Buy, Sell or Hold strategy and execute trade.

Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy.

Help customers to Execute trade online and place orders on behalf of customers

Education, Experience & Key Skills… 

BBA, B.Com, B.A., B.Sc., MBA-Finance, M Com, PGDM/MBA- Finance.

Should have at least 1-3 years of work experience in Broking / Insurance (Life, General, or Health) / Bank.

Experience of having successful Broker relationships would be an added advantage.

Follow in house Research Reports, Company news and track company performance.

Must possess excellent verbal and written communication skills.

Effective time management.

Must be able to prioritize and multi-task effectively Have a passion for problem solving, the ability to quickly learn new concepts, and must be able to interact with all levels of technical and business teams.

Proven ability to work independently or as an integral member of a team.

Be a team player, self-motivated and able to work collaboratively across organizations and geographic.

General IT Skills(Office/Internet), decent understanding of online research methods.

Standard language and communication skills required for all client facing positions.
Salary: 1,80,000 – 4,50,000 (fixed p.a) + 10,00,000 variable pay.
Place: Gurgaon.
Interview Date: 16TH Sept. 2017.
Interview Timing: 2:00 PM – 4:00 PM.

Industry Type: Bank
Job Type: Full Time,
Skills: core sales, marketing, good in communication skills, general it, dedicationn, b2b sales,
Posted On: 12 Sep 2017

About CAPITAL STREET FX- Broking firm: CSFX (broking) is an international broking and advisory services firm, provides retail stock broking facilities. Capital Street Intermarkets Limited is a Global Business Company (GBC1) incorporated and regulated by the Financial Services Commission, Mauritius. Capital Street Intermarkets Limited is fully licensed and regulated by the FSC Mauritius as a Full Services Investment Dealer (excluding underwriting), under the licence number C112010690.
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