Urgent job Investment Advisor Mutual Fund
Location:- Ahmadabad, Rajkot,Jaipur
Qualification:- Graduate with NISM/ AMFI(Mutual fund distribution) Certified**
Experience:-Min 3-4 years of experience in Investment Sales(Mutual Fund Must)
Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations, customer awareness and satisfaction.
Key Skills : perform sales leadership functions for the center,such as coaching,sales meetings and briefs. \r\nâ€˘ team player. \r\nâ€˘ customer orientation...
1. To be responsible for the Investment business
2. Responsible for championing the Cross Sell of Investment products
3. Ensure that atleast 60% of the new customers are cross
sold investments products, by the end of the 6 th month of his joining
Acquire Online and offline accounts
Sell Value pack accounts and collect 3 lacs margin every month
Sell of HNI accounts acquisition for equity, commodity and currency.
Sell third party business (cross selling) also like MF and P...
Key Skills : sales,client relationship manager,marketing,business development
Post: Cluster Head
Education Qualifications: MBA (Finance) from reputed institution /CFA
Work Experience :2+ Years
Functional Job Description:
1.Handling the team of Business Development, Relationship Department,
RS 4,00,000 To 8,00,000 Ahmedabad, Rajkot, Bangalore
Designation: Investment Advisor
Experience:Min 2 years in mutual fund sales
Qualification: Min Graduate with AMFI Certification
1. To be responsible for the Investment business from the Team that is allotted to him
Key Skills : people management,investment advisor,team handling,team leader,team building
-Responsible for increasing volume of assigned franchisee.
-Maintaining healthy relationship with Franchisees and focus towards franchiseeâ€™s development and growth.
-Provide training to franchisee & their team on various subjects.