Easylife Kolkata, West Bengal

Overview

Primary Role A. Recruitment of Financial Products Distributors (1) Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business. (2) Explaining Mutual Fund F Business opportunities and earnings to interested leads. (3) Coordinating and assisting enrolled candidates for NISM - Series V-A (AMFI). B. Business Development (1) Providing training to IFAs for Business Development. (2) Preparing business plans and strategies to develop business of IFA. (3) Planning different activities to explore better business opportunities and new developments. (4) Joint Call - accompanying IFA on client meeting. (5) Addressing and spreading awareness regarding investments in group client meets. (6) Solving distributor's queries. (7) Establishing strong relationship and communication with distributors. (8) Cording with existing advisors C. System & Process (1) Following internal sales process by updating all the activities in online system. (2) Comply with all rules and regulations of the company as well as following industry norms.

Skills / Roles I hire for

Relationship ManagementInvestment ManagementFinancial AnalysisLead GenerationFinancial Products DistributionMutual FundsCRM ExecutiveCustomer Relationship ManagementCustomer ServiceBack OfficeClient Portfolio ManagementMutual FundMS Office

There are currently no vacancies available.

If you are interested for future opportunities please Post Your Resume.

top