URGENT POSITION :

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 Kochi, Kerala.

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- 7 years of varied experience in different financial product sales in the BFSI industry is desired.

- Candidates having good experience (complete 3-8 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 focussed 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 (Malayalam) and some 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: Kochi Office

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)