Mutual Funds Sales Job Vacancies in Patna

Urgently required RM for Patna & Bokaro location for AMC

Sales is an integral part of the bank's front line sales force.The Job involves extensive travelling within the assigned area and conducting market/customer mapping with the primary responsibilities mentioned below.1) To acquire New to Bank customers and pursue new business relationships by selling: Savings Accounts. Current Accounts. Term Deposits. Debit / Credit Cards. PG Products (Life Insurance / General Insurance / Mutual Fund / Retail Asset Products / Online Trading).2) Responsible for achieving monthly sales targets3) To fulfil KYC & Compliance norms.4) To reach out to High Net-worth Individuals.5) To increase the customer base by developing business relationships with current customers.Skills High Sales orientation for achieving numbers good convincing and Nego.

t least 2+ years of experience in customer service, sales, account management or a related field. Excellent analytical skills and can analyse data and market trends to identify business opportunities and make informed decisions. Ability to build and maintain positive relationships with clients, demonstrate empathy and manage conflicts effectively. Fluent in English, Hindi and at least one regional language. Possess a sense of customer service and are a team-oriented individual.Preferred skills and qualifications : Bachelor's degree in business, finance, marketing or related fields. Proven experience in customer-facing roles like customer service or sales. Relevant certifications such as Certified NISM Series VIII. Strong interpersonal, problem-solving and negotiation skills. Excellent communication skills, both written and verbal. Strong organizational and planning skills. Willingness to travel for client meetings and conferences when required.

Job Description1. To identify and acquire the customers2. Maintaining the relationship with the customers.3. Retention of customers4. To cross-sell the investment party products5. To ensure to reach the revenue target. Acquiring new and prospective customersUnderstanding the requirements of the prospect.Providing clients with advices that helps them to sort out their problems in investment.Ensuring future business from those prospective customers in the long run.1. Generate revenues and AUM for the company as per the expectation2. Give high priority service to the customers as per the company processes3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stocks and securitiesbroking, derivatives, bonds and all the products promoted by the company

We are looking for 25 Relationship Executive Posts in Patna, Bihar,Ranchi, Jharkhand,Bhopal, Madhya Pradesh,Jabalpur, Madhya Pradesh,Indore, Madhya Pradesh,Bhubaneswar, Odisha,nism,Mutual Funds Sales,Amcs, with deep knowledge in nism,Mutual Funds Sales,Amcs and Required Educational Qualification is : Other Bachelor Degree, M.B.A/PGDM, M.Com

Job Roles and Responsibilities:Recruit Agency Partners and advisorsCoordinate for the regulatory trainingsManage daily, weekly and monthly choreographyConduct daily, weekly and monthly Agency partner meetingsIncome and Goal setting exercise for the monthJoint field work along with Agency partners and advisors to source insurance policyDrive business submission and issuancesClearance of pending cases for documentation and medicals as a part of the issuance processTrain distribution on getting higher first time right % submissionCandidates Requirements:Graduation in Any StreamExperience: Mini. 2 + Years of Experience in Sales and Marketing in Any IndustryStrong Communications & Presentations SkillsExcellent in Negotiation SkillsAbility to coach and Mentor your teamEnjoying the opportunity to help others achieve their full potential in a rewarding career.

Roles & 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.

CompanyEdelweiss Tokio life insurance is joint venture between Edelweiss Financial services Ltd and Tokio marine holdings (Japan).Tokio marine holdings is one of the oldest and highly respected global player from Japan.Edelweiss Finance Service Limited stock holdings 51% and 49% stock holdings Tokio Marine and Nichido Fire Insurance Co. Ltd.Recruitment* Candidate need to know sales.* Candidate need to ready for work on target sales.* Sales background candidate is prefferd.* Candidate age between 26-35* Candidate need to Irda agent Registration fee 1000 (online payment by email link)* After IRDA exam cleared he award as Personal Finance adviser* After sales target complete his salary realisedAbout Work* Filed work candidate need to sale companyInsurance product .* Candidate create customer for company.Insurance Agent responsibilities include: Developing marketing strategies and promote all types of new insurance contracts or suggestadditions/changes to existing ones Breeding productive relationships to create a pool of prospective clients from varioussources by networking, cold calling, using referrals etc. Evaluating business or individual customers needs and financial status andproposing protection plans that meet their criteriaJob briefWe are looking for a competitive Insurance Agent to generate new business by contacting potentialcustomers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs ofyour assigned or prospective customers portfolio.The goal is to build up strong positive relationships, to ensure growth attainment and increase ourfirms reputation.Responsibilities Develop marketing strategies and promote all types of new insurance contracts or suggestadditions/changes to existing ones Breed productive relationships to create a pool of prospective clients from various sourcesby networking, cold calling, using referrals etc

Need candidates who should have knowledge of selling insurance-related products. Should have good communication skillsLife insurance sales job Advisor recruitment to earn more and moremale, female, retired person can apply for this job profile. in this job u can work from home alsoWe are hiring for part time/ full time job vacancy at bharti axa life insurance . Candidates applying for sales executive job in PAN INDIA - gorakhpur, motihari, patna, uttar pradesh, bihar. if u are interested, please immediately contact us.contact detailsSUDHA KUMARI