Associate - Sales - BFSI (2-5 yrs)
Job Description :
Our client is a financial company founded to carve an edge in the financial services industry by focusing on one side the funding requirement of Corporate India & SMEs and on the other, providing financial solutions for deployment of their surplus funds.
Job Description : Sales Associates
Experience : 2-5 years
Product : MF, Insurance, Broking, FD, Bonds, PMS, FP and Wealth Mgmt Services.
Desired Candidate Profile :
- Excellent Communication & Presentation skills, out of box conceptualizing ability.
- Ability to interact with senior management with confidence
- Hardworking/keen learner, should possess good networking and influencing power
- Highly result oriented with ability to convert prospects into business
- Monitor consistently the Progress of Clients investments .
- Providing Periodic Feedback about their assets status and Assisting with Expertise advice
- Generate references from existing client base, Revenue
- Acquire new Clients every month, Client Activation
- Acquire quality clients through networking, data base, market intelligence and references from existing clients.
- Generate Cross Sell revenue through Financial Planning.
- Promote Focus Product of the month.
- Maintain records of business on internal software.
- Induct new clients to the Central Dealing Desk for smooth interaction and services.
- Liaison with Central Dealing Desk for revenue generation and query resolution.
- Conduct activities for Client Acquisition and Financial Planning.
- Ensure compliance as per various regulator and organization guidelines.
- Maintain the brand image of the organization.
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