Sales Executive - Mutual Funds

Job in brief :

Sales Executive - Mutual funds is responsible for generating leads, understanding and determining financial investment needs and communicating which plans can help the clients better returns, sharing the proposals, negotiating and convert the prospects into business by closing the deals and improving revenue margins.

Hiring Agency : Namura HR Consultancy Hiring

Company :

Shubbaan Investments Pvt Ltd is an investment advisory services company giving assistance for investments in mutual funds, tax saving investment options, saving plans for children's higher education, support services for investing in health and general insurance plans and providing advisory support for will writing etc.

Address : 13, Sunshine Greens Phase I, Off Aundh Road, Pune 411020

Phone : 020-2580 6214, 2580 6269

Company Website : https://shubbaaninvestments.com

Work experience range : Minimum 1 year

Required Qualification : B. Com NISM certificate in financial planning or similar equivalent courses is preferred

Work Model : Work from Office and 6 days a week

Skills Required :

- Any graduate with minimum 2 years of sales experience in investment advisory services

- The ability to analyze determine financial investment needs and communicate which plans can help them better returns and convert into business.

- Passion for building and maintaining strong client relationships with new and existing customers by giving prompt and accurate services and maintaining their portfolios.

- Basic understanding of sales process like designing marketing plan, generate leads, send proposal along with commercials, negotiate, make client visits and convert into order.

- Attention To Details

- Proficiency with MS Office

- Strong ethics and outstanding communication skills

- Ability to analyze financial information without compromising on stipulated regulations and help clients to take decisions by giving them adequate data and close the deals.

Role & Responsibilities :

- Close sales by sharing proposals with prospects by determining financial investment needs.

- Responsible for achieving monthly/quarterly/yearly sales targets for all financial products/services offered and, reporting to Seniors.

- Reviewing existing financial documents. Understand the current financial scenario of the client, analyze their cash flow, Insurance coverage, tax status and retirement savings and then plan accordingly. Advising clients on current financial issues.

- Generating new business by devising strategies attracting new clients. Examining and suggesting financial options like stocks, bonds, and mutual funds to prospects. presenting and selling financial products and services, assist them in understanding and implementing a proposed solution.

- Opening accounts for clients and disbursing funds as per goals. Customizing as per the clients changing needs.

Screening Questions :

1. Do you have minimum 2 years of sales experience in investment advisory services? Yes/No

2. Do you have minimum 2 years of sales experience in reviewing existing financial status of the prospects, sharing proposals, doing follow ups and negotiations, getting business orders and then giving investment advisory services as per client needs and achieving company targets ? Yes/No

3. Do you have NISM certification in financial planning or any other related course? Yes/No

4. Are you OK for Work from Office and 6 days work-week job? Yes/No

5. Are you OK for CTC of Rs 3.5 Lac per annum provided you fulfill all the criteria ?Yes/ No

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