Area Sales Executive

  • icon job experience 1 - 7 Years
  • icon job opening 10 Openings
  • icon salary Rs.1.50 - 4.50 Lakh/Yr
  • icon job location Pune

Key Skills

Insurance Manager Life Insurance Wealth Manager HNI Client Handling HNI Sales Investment Manager Area Sales

Job Description

Role & responsibilities

Job Purpose The purpose of this role is to increase engagement with HNI & Ultra HNI clients & corporates and provide complete financial planning solutions to them, basis their risk and reward appetite keeping in mind organizations revenue targets. Key Job Responsibilities Increasing client engagement and providing complete financial planning solutions Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients based on their requirements and goal. Conduct timely and regular follow-ups with the clients and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM for the channel. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure regular contact with pending leads/references. Update self on all schemes, products and solutions by regularly attending trainings and reading circulars. Conduct activities i.e. conduct research and pitch to Corporates. Advice internal and external stakeholders regarding products and solutions at all times by marketing them at regular intervals. Share regular communications with clients regarding information, research and material of the organization.

Preferred candidate profile

Perks and benefits

Experience : 1 - 7 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Area Sales Executive

Industry Type : Insurance / Claims

Gender : [ Male / Female ]

Job Country : India

About Intellismith

Intellismith was established in August 2019 by a team of professionals with over 50 years of collective experience in the corporate world. The team believes in developing and delivering exclusive personnel solutions that are customized to the requirements of the clients. We aim to be your one-stop-shop for hiring the best talent with a holistic mix of potential, strengths and culture fit.

With deep expertise in banking, insurance, finance, education, outsourcing and IT sector, the team is equipped to cater to the personnel requirements of organizations ranging from small start-ups to multinational companies.

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