Rurash Financials Private Limited
Website:
rurashfin.com
Job details:
The Physical to Demat Sales Specialist is responsible for driving sales and client acquisition related to the conversion of physical securities into dematerialized form. This role involves identifying new business opportunities, managing client relationships, and facilitating the transition process to demat securities.
Key Responsibilities:
➢Sales and Business Development:
•Identify and target potential clients (individual investors, corporations, etc.) for physical to demat conversion services.
•Develop and implement sales strategies to achieve targets and grow the client base.
•Conduct presentations and demonstrations of demat services to prospective clients.
➢Client Acquisition and Relationship Management:
•Build and maintain strong relationships with clients, providing personalized support and addressing their needs related to dematerialization.
•Manage the end-to-end sales process, from initial contact through to post-sale follow-up and support.
•Address client inquiries and concerns regarding the demat process, offering solutions and guidance.
➢Product Knowledge and Expertise:
•Stay informed about the latest developments in dematerialization processes, regulatory changes, and market trends.
•Educate clients on the benefits and processes of converting physical securities to demat form.
➢Coordination with Internal Teams:
•Work closely with the operations team to ensure smooth processing of demat requests and adherence to compliance requirements.
•Collaborate with marketing teams to develop promotional materials and campaigns aimed at increasing awareness and driving sales.
➢Reporting and Analytics:
•Track and report on sales performance, client acquisition metrics, and other key performance indicators.
•Analyze market trends and client feedback to refine sales strategies and improve service offerings.
➢Training and Support:
•Provide training and support to clients on the dematerialization process and use of demat accounts.
•Stay updated on industry best practices and regulatory changes to offer accurate and timely advice.
➢Qualifications:
•Education: Bachelor’s degree in finance, Business Administration, Marketing, or a related field.
•Experience: 2-5 years of experience in sales within the financial services industry, with a focus on securities, dematerialization, or related areas.
•Certifications: Relevant certifications (e.g., NISM certification) are advantageous.
➢Skills:
•Sales Proficiency: Strong sales skills with a track record of meeting or exceeding sales targets.
•Client Management: Excellent interpersonal and relationship-building skills with the ability to manage multiple clients effectively.
•Product Knowledge: In-depth understanding of dematerialization processes and securities operations.
•Communication: Exceptional verbal and written communication skills for presentations, negotiations, and client interactions.
•Analytical Skills: Ability to analyze market data and client needs to tailor sales approaches and strategies.
➢Desired Attributes:
•Customer-Centric: Focused on providing high-quality service and building long-term client relationships.
•Motivated and Results-Driven: Self-starter with a strong drive to achieve sales goals and contribute to business growth.
•Adaptable: Ability to adjust to changing market conditions and client requirements.
Click on Apply to know more.
