Mutual Funds Sales Job Vacancies in Tiruchirappalli

Job description Execute the orders on behalf of clients and operating stock trading terminals. Confirmations of trade done by EOD. Update Client about their Position. Promoting in house research calls to increase volume frequency Solving Queries of the customers. Accurate timely execution of orders on terminal. Responsibility Revenue generation from dealing Equity , Coimbatore Product Services. .Desired Candidate Profile:1. Above 1+ year of experience in Stock Broking industry. NISM / SORM certification in Capital Markets / Derivatives is mandatory as per Exchange regulations.2. Strong knowledge of Equity market, commodity market, Mutual fund products.3. Excellent communication skills for building strong client relationships and negotiating deals.

Job Role:-He would be responsible for the overall branch. His primary responsibility is business development. Need to add more IFA / Business partners, active and motivate the existing partners for business, to do various activities to generate leads for recruitment of new partners. He needs to handle the team of Unit Managers - Sales who are involved in partner recruitment and relationship management.Job Description for Branch Manager - Sales Overall responsible for business development of the Financial Products Distribution for the given location. To oversee and manage the branch staff, including their coaching, development and discipline to help meet sales targets, strict adherence to policies and procedures, and to provide services Groom the team on product knowledge, system usages and guiding them to achieve the business objectives. Help the team to design and implement the business plans, ensuring the branch compliance, policies and process To do the regular performance review of employees and evaluate, guide them for achieving the set goal.Products: Mutual Funds, Insurance, LAS (Loan against Securities), Bonds etc. Business targets: Recruitment of Financial Products Distributor, Product sales etc.Experience: 5-10 yrsSalary Range: 5.5 to 6 Lac Fixed CTC plus 4.5 - 5 Lac performance based annual incentive (Variable) i.e. total of up 10-11 Lac (Fixed + Variable)

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 requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender

We the IDBI FEDERAL are a pace setter and rated to be in Top 10 of the most trusted insurance companies. Our team is a family of young, blooming, active and innovative members and has expanded to a count of 1000+ employees.We are recruiting for Financial Advisor. At now,We have an vacancy for IDBI FEDERAL LIFE INSURANCE (IFLI) as an TEAM LEADER position.Most probably we are recruiting an FRESHER (MBA,ENGINEERING & ARTS) / EXPERIENCED in any field. Both Male & Female can apply for this job.RECRUITMENT PROCESS:1.TRAINING -3 months2.TEAM LEADERAGE LIMIT: 18 TO 35TRAINING PERIOD: 3 MonthsQUALIFICATION: Any Degree/DiplomaOFFICE TIMING: 10AM TO 5PM1 Fixed Basic Salary2.Monthly active new licensed advisor allowance3.Monthly production bonus4.Monthly advisor activation allowance.Freshers & Any field experience can apply for this..

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.

Target Achievement Drive sales and achieve targets through the bank branches Sales Support Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance. Ensure that all service Lead Generation Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals, etc.