SmartBox Advisors

Goregaon East, Mumbai 29 Dec 2021

Job Title

Business Development Executive

Job City

Goregaon East, Mumbai

Company Profile

SmartBox Advisors, founded by CS Samata Choudhary and Bhumit Choudhary, CFA with the aim to cater to Investors with smart and new age Investment Products. Under its decades-old parent company “Pawankumar Parmeshwarlal Stock Brokers”, the firm is poised to explore innovative ways of servicing today’s dynamic investors.

Job Profile & Responsibilities

  • Clientele Focus Retail & HNI Customers.
  • Conduct lead generation activities for sales penetration.
  • Acquiring new clients through the leads generated and increasing existing investors’ investment by building strong investor relationships.
  • Initiate and develop rapport with the prospects/clients through meetings, phone calls, emails, etc. and subsequent follow up
  • Understanding Clients’ requirements and Risk Appetite with sound knowledge of other Asset Classes.
  • Handling Investor /Prospective Clients queries
  • Responsible for Business Development of New & Existing clients.
  • Market scanning for potential clients/channels
  • Proactive reaching out to prospective clients/channels
  • Understanding client needs
  • Make presentations

Prefered Qualifications

B. Com, CFP / QPFP / AFP, Knowledge of Computers Advance Excel, Word.

Desired Candidate Profile

The candidate should have sound knowledge of Investment Products and should dedicate it to his work. Preference would be given to candidates having worked in Broking, Mutual Fund, or Insurance Industry.

Additional Details

Candidates from Western line only.

Salary Range

From Rs. 20,000 - To 45,000 per month

How to Apply