Area Sales Executive

Intellismith

Role & responsibilities

Job Purpose The purpose of this role is to increase engagement with HNI & Ultra HNI clients & corporates and provide complete financial planning solutions to them, basis their risk and reward appetite keeping in mind organization’s revenue targets. Key Job Responsibilities Increasing client engagement and providing complete financial planning solutions • Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients based on their requirements and goal. • Conduct timely and regular follow-ups with the clients and tag them on broadcasts and new articles. • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM for the channel. • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. • Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. • Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends. • Ensure regular contact with pending leads/references. • Update self on all schemes, products and solutions by regularly attending trainings and reading circulars. • Conduct activities . conduct research and pitch to Corporates. • Advice internal and external stakeholders regarding products and solutions at all times by marketing them at regular intervals. • Share regular communications with clients regarding information, research and material of the organization.

Preferred candidate profile

Perks and benefits

• Experience

  1 - 7 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  Area Sales Executive

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office