Job Roles and Responsibilities: Establishing new business Reviewing sales performance Meeting with clients virtually or during sales visits Develop and maintain long-term relations with customers Recruiting and training Financial Consultants, Advisors, and other team members Preparing and presenting the products information to the customers Making cold calls to attract conceivable customers Developing effective sales strategies Diverting customer requests and complaints to the relevant departmentsDesired Candidates Profiles: Good Communication and Presentations Skills Strong Negotiation Skills Ability to train and Coach othersBenefits of Working with us: Training program Flexible Work Environment Medical insurance - Annual wellness check Parental Leave Retirement Benefits NPS, PF and Gratuity Business travelFuture Career Growth with us: Attractive Incentives Training program for Next Level Position Six-Month Increment & Promotion Plans Providing strategic direction
JOB DESCRIPTION RETAILRoles & Responsibilities:Acquisition of new clients and formulating strategies to increase the client base. Dealing and servicing of existing clients.Preparation and execution of Financial assessments. Conducting Regular portfolio review of the clients.Providing Investment services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.Approaching need based product to the clients through Financial assessment. Generating the revenue primarily through core products.Salary: 3-6 LPAExperience : Minim 1.6-2 years in direct sales in Wealth Management products Skills needed :Candidates with Excellent communication skills.Good Experience in Financial Planning, Investment Advisory, Wealth Management of minimum1.6 -2 yearsPleasing Personality and well behaved.Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage