Management Trainee - Business Development - BFSI

Management Trainee - Business Development

Key Responsibilities :

Business development :

- Support in conducting corporate education activities so as to inform clients about the currency and F&O offerings of the exchange.

- Create product offering materials for presentations and meetings to aid in client conversion.

- Process documentation on client conversion; provide coordination with relevant department if required.

Client Servicing :

- Provide necessary assistance to clients (depending on type of query) as per defined process and checklist.

- Coordinate with internal departments to provide suitable responses to client queries.

- Track, monitor and escalate client issues in a timely manner to enhance customer experience

- Access query management system to support and solve issues logged/highlighted by customers.

- Provide information packets to clients to help them understand NSE products better.

- Assist in resolving client queries by coordinating with other relevant internal departments.

Business Development /Cross sell :

- Meet prescribed number of representatives/authorized personnel of member organizations each day to ensure sales targets are met and/ or relationships are maintained.

- Work towards addressing existing as well as upcoming bottlenecks (E.g. Technological gaps, product gaps or process gaps) by providing additional support and handling operational detail to enhance customer satisfaction.

- Assist clients with operational setup (e.g. Telecom line leasing) by coordinating with different internal departments to ensure a rich customer experience.

Client Acquisition :

- Coordinate, support and assist with setting up road shows, seminars and or presentations for disseminating information to relevant customers.

Client Training :

- Coordinate client training requests and forward to marketing department for delivery purposes.

- Collect, collate and submit all feedback forms and data to the marketing department for further analysis so as to enhance the effectiveness of product/service delivery mechanism.

- Coordinate and offer one on one training wherever needed to improve product/service experience.

Seminars and presentation :

- Coordinate and support the Marketing team in conducting road shows, presentations and seminars.

- Support the CRM team in collating requests for number of corporate educations sessions to be held and forward to marketing department.

Educational Qualifications :

Essential : 2 yrs Full time MBA in Marketing / Finance

Role Requirements :

- Understanding of the Financial sector / capital market

- Sales/ CRM Experience in capital markets

For further details contact Malvi : +917710072751