Recruitment Consultant at Self Employed
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Manager - Sales/Wealth Management - B2B & B2C Vertical - BFSI (3-6 yrs)
Bonanza Portfolio Limited, a leading financial services firm is looking to hire for a "Sales Manager/Wealth Manager - B2B and B2C Sales" for their Office at Chennai.
Company Website : www.bonanzaonline.com
Job Description :
Job Title : Sales Manager/Wealth Manager - B2B and B2C Sales
Role & Responsibilities :
- Design goal-based investment strategy plans.
- Execute Financial Planning for clients and responsible for final sales.
- Review/Research and Recommend Financial products.
- Implementation of Client Financial Plans and rebalancing strategies.
- Emailing clients on a weekly basis and curating content for emails.
- Calling clients from leads and nurturing them by calling.
- Sales of all Financial products will have to be undertaken
- Cross-selling of all products will be involved
- Need to maintain relations with his clients and with the team members.
Qualification :
- Graduate/Post Graduate (Graduation is mandatory and Post Graduate will be preferable)
Experience :
- Complete 3- 6 years of varied experience in different financial product sales in the BFSI industry is desired.
- Candidates having good experience (complete 3-6 years) in Sales of particular financial product like Mutual Funds or say Insurance or any other fin. products, then they are also welcome to apply.
Key Skills :
- Sales
- Sales Strategy and Execution
- B2B Sales
- B2c Sales
- Wealth Management
- Portfolio Management
- Results focused and Results Oriented
- Must be smart, fast-paced, dynamic, self- starter, self- motivated, proactive and have analytical skills.
- Should have excellent communication skills - Spoken and Written English, local language (Tamil) and Hindi
Salary/CTC on offer :
- Based on current hike, profile fitment - hardcore B2B and B2C sales and strength of experience.
Perks and benefits :
- Performance Bonus and growth opportunities
Company details :
- Company website : https://bonanzaonline.com/
- Office Address : T Nagar, Chennai - 600017.
- Industry : Financial Services
- Employment Type : Full Time, Permanent
- Year of start of Operations : 1994 (completed 30 years in business)
- Employee strength : 1500+ and -growing
- Company offices in 18 states in India (pan-India presence)
Posted by
Sujata Shetty
Recruitment Consultant for Bonanza Portfolio Limited
