Field Sales Executive

Client Relationship Management:

• Maintain and develop strong relationships with HNI and retail clients.

• Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.

• Regularly update clients on market trends, investment opportunities, and portfolio performance.

Sales & Advisory Support:

• Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc.

• Support business development by cross-selling and upselling investment products.

• Assist in achieving revenue targets through client retention and acquisition.

Onboarding & Documentation:

• Guide new clients through KYC, account opening, and compliance formalities.

• Ensure all documentation is complete and compliant with regulatory norms (SEBI, NSE/BSE, etc.).

Market Awareness:

• Stay informed about financial markets, stock movements, and product innovations.

• Share insights and recommendations with clients in collaboration with the research team.

Client Servicing & Reporting:

• Monitor client portfolios and generate performance reports.

• Coordinate with back-office and operations to ensure smooth transaction processing and reporting.

• It is a Full Time Field Sales job for candidates with Freshers.

More about this Field Sales Executive job

1. What is the eligibility criteria to apply for this Field Sales Executive job?
   Ans: The candidate should be Graduate and above and above with Freshers of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹22000 per month + Incentives that depends on your interview. It's a Full Time job in Surat.
3. How many working days are there for this Field Sales Executive job?
   Ans: This Field Sales Executive job will have 5 working days.
4. Are there any charges applicable while applying or joining this Field Sales Executive job?
   Ans: No, there is no fee applicable for applying this Field Sales Executive job and during the employment with the company, i.e., CKREDENCE WEALTH MANAGEMENT PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Field Sales Executive role?
   Ans: There is an immediate opening of 2 Field Sales Executive at CKREDENCE WEALTH MANAGEMENT PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Field Sales job.
8. What are the timings of this Field Sales Executive job?
   Ans: This Field Sales Executive job has 09:00 AM - 06:00 PM timing.