Looking For Sale Executive

Athachi Finserv

RESPONSIBILITIES

Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients

Doing daily meeting with clients and responsible for lead conversion

Responsible for business development through acquisition of high net-worth clients.

Monitor financial market trends to ensure that client plans are responsive.

Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Will be responsible for primarily selling Equity based investment products and Mutual funds.

Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

Responsible for achieving targets, based on revenue generation through investment products.

Provide regular updates to the immediate superior as and when required

Collecting KYC documents and required documents of Customers getting file ready and ensuring all the other required formalities are done.

Ensure 100% compliance with company policies, procedures and guidelines

Doing Marketing activities and promotional campaign for generating leads

Analyse client portfolios and make necessary suggestions.

Recommend financial products.

Responsible for identifying customer needs and assessing their risk appetite

Provide regular updates to the immediate superior as and when required

Create and enforce plans that will help meet the needs of the customer.

QUALIFICATIONS

Graduate / Post graduate with 2+ yrs experience in direct selling of financial products from any financial services industry.

Should have good communication & presentation skills.

May have good existing client relationships in the market.

Should be a self-starter, proactive & target oriented.

Should possess strong networking & relationship building skills

• Experience

  2 - 8 Years

• No. of Openings

  10

• Education

  Any Bachelor Degree

• Role

  Sale Executive

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office