Mutual Funds Sales Job Vacancies in Thiruvananthapuram

Hiring Sales Professionals for India's Leading Company!Roles and responsibilities:: New client acquisition to acquire 7-8 new clients per month from open marketCross selling of third party investment productsRevenue generation revenue to be generated from the all the products from sourced accountsRequired Candidate profile::Experience: 1+ Year in BFSI Sales, Marketing in any domainGraduation CompulsoryStrong leadership and communication skillsGoal-oriented with a focus on resultsFor more info.CALL: 84888 33693

Description Responsible for business target achievement through sale of life insurance products to customers of partner branched Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. Conduct regular sales activities within branch and catchment areas to generate leads from territory. Maintain discipline & rigor of daily sales activities DSR & LMS input. Ensure adherence to end to end business process with in the specified timelines. Adhering to regulatory requirements & monitoring quality of business. Ensure timely resolution of queries and complaints, and controlling the instances of adverse customer experience.Skill & Knowledge required Should be presentable with good communication skills. Should be good at relationship building/management. Should have excellent communication, inter personal and managerial skills. Should have understanding of Insurance and related financial market products. Local navigation skills of Present city. Ability to work effectively in highly demanding and competitive environment.

1. Catering to the investment needs of clients by providing them research-based advicein MF, Insurance, PMS, equity & Structured Products offerings etc.2. Identify & acquire prospective HNI clients.3. Manage clients through regular meetings.Required Candidate profile:1. Mini. 4 yrs. exp. in handling Wealth Product Sales & managing / acquiring wealth & HNI clients.2. Candidate should be comfortable in individual role.Perks and benefits:1. Quarterly incentives2. Two times appraisal in a year

Roles and Responsibilities:1. Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.2. Manage clients through client visits, suggest financial products to the clients and achieve business target.3. Responsible for product penetration and increasing clients wallet share.4. Identifying prospective clients & acquiring new clients.5. Candidate should have experience of managing / acquiring wealth & HNI Customers.Required Profile1. Should have at least 4 Years of experience handling Wealth Product Sales.2. Any Graduate / Postgraduate with relevant Experience.3. Good relationship management and service focus skills.4. Good communication and presentation skills.5. Investment Product knowledge is mandatory.Perks & Benefits:Bi-annual appraisal program.Growth in fixed CTC twice in a year with attractive quarterly incentives.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredLife insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target.Bancassurance JD :Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.

Maintaining professional engagement levels consistently with the Channel Partner Leadership Teams (including Branch Head, Cluster Head, Circle Head, TPP team, etc.,) leading to minimal escalations and ensures service resolution within TAT and achieves business objectives. Accountable to drive Business Sales KPIs pertaining to Top-line, Market share, Product Mix, UpSell, SLG and 13th month Persistency and Control Attrition which means the TH is also accountable to drive overall 85% persistency, threshold level market share and a profitable product mix (Term share) in the mapped Territory. Develop the CSM/Sr. CSM skills (First Level Leadership - FLL) and ensure they manage their direct reportees (FLS) with apt/right engagements leading to low attrition and high productivity levels in the Territory. Invest time and efforts towards developing the FLL skills and competencies to ensure they manage their FLS fraternity efficiently and thereby leading to higher channel partner engagement and reduced attrition. Build ones own team through Referrals and ensure 100% manning overall for the month Accountable to ensure the 0-6 months FLS engagements are been done timely and aptly by the FLLs leading to FLSs on time probation success (includes conducting timely On-theJob training support by FLL). Ability to manage the multi-task activities pertaining to Sales Management Process, First Time Right on Login to Conversion, Org. initiatives, Contests, Personal & Business Hygiene, etc., are been efficiently driven and sustained in the Territory. Maintain collaborative approach with internal and external stakeholders and thereby fulfill business objectives seamlessly