Investment Advisor Job Vacancies in Thane

Job Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the existing ones and hence buildAUM.Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.Achieve financial goals of the clients through various product line.Update and cross sell products to existing clients and update them about the primary and secondary markettrends.Update self-regarding all schemes, products and solutions by regularly attending trainings.Share regular communications with client regarding information, research and material of the organization.Conduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leads.Knowledge:Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,fixed income, mutual funds, etcWealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite andassist them to achieve their financial goalsFinancial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledgeof competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills.Communication Skills: have excellent communicating and listening skills, ability to explain complex informationclearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have stronglogical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow proced

Roles and Responsibilities:Effectively engaging with the customers and generating the targeted revenueCalling prospective customers and engaging with them to maximize salesFocusing on building long-term relationship with the customersEnsuring that the customers information is maintained and updated in CRMEnsuring high customer retention through customer service, consistent engagement and taking periodic feedback from the customerCustomers from Singapore, Malaysia - MarketDesired Candidate Profile:Strong Communication skills and self-motivatedNeeds to be innovative and bring new ideas to keep inclining the sales techniquesProficiency in using MS Office (Word, Excel, Power Point, etc.)Typing Speed 30 to 40 WPMExcellent analytical skills and Negotiation skillsAble to work well in teams and drive the teams whenever needed

Job Location :- Navi Mumbai_BelapurJob Role :- 1. Helping investor in investing in Mutual Fund schemes and interacting regarding scheme related information, updating about NAV, Providing fund information and guidance, suggesting better investment options. helping them to expand their portfolios.2. Advisory Role i.e. Investment Advisor, Mutual Fund investment, KYC Clarification, Handling queries and grievances, Redemption, etc.3. Maintain Portfolio of HNI Clients, Connect with them related to SIP Schemes, Redemption, KYC Verification and queries , Investment,etc. 4. Give information regarding current market trend and guide investors for investment procedure. 5. Connect to investors through Inbound & Outbound calls.Professional Skills, Criteria & Benefits :- Excellent command on English is must.Both Freshers & experience can applyTelecalling experience in Mutual Fund Domain is a added advantage.Opportunity to work with Corporate Clients.Get product training & Soft skill training, etc.Reference Code :- Ankita CAMS HRInterested candidates can Walk-in with their updated resume on below mentioned details. Contact details :-Feel free to contact if any query Regards,Ankita SoniCAMS HRD

We have an urgent requirement for an Associate Relationship Manager to supervise and coordinate all aspects of an agency. They work with agents and clients to ensure that targets are met, relevant policies and guidelines are upheld, and customer comfort is achieved. Interested candidates can find the requirements below. Building a strong relationship with the sales team of the Bank channel partners Achieving your sales targets as per channel tactics Meeting promised customers with channel sales team to sell insurance solutions It is a field job. You will have to travel within the assigned geography to meet channel partner teams and customers. You will be evaluated on your ability to meet the business targets (Topline, Persistency, Product mix) by helping and driving channel partners. You will also characterize the channel partner teams on pre and post-sales such as claim settlement.Who can apply : Between the age of 24 to 38 Any Graduate Min 3 years of experience in sales and marketing in which 2 years of experience in Life Insurance is mandatoryBenefits : Fixed salary Attractive Incentives Performance bonus Other Advantages