Type : Full Time
Location : Coimbatore
Experience Required : 1 Year(s)
Industry : Banking/Financial Services/Broking
Preferred Skills : Client Management Corporate Sales Direct Sales Lead Generation Relationship Manager Retail Sales Sales Executive Activities
Job Description :
Roles and Responsibilities:
-Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions
-Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis 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 and AUA for the branch
-Review and diversify existing client portfolio on a regular basis and provide guidance accordingly
-Achieve financial goals of the clients through various product line 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 connect with pending leads/references
-Update self regarding all schemes, products and solutions by regularly attending trainings and reading NFOs
-Conduct activities i.e. conduct research and pitch to Corporates regarding NPS, group insurance and other upcoming schemes
-Share regular communications with client regarding information, research and material of the organization
-Conduct regular marketing acitivities with the branch marketing and product team by showcasing our products and features and generate leads
-CTC Offered goes upto 6 lacs + lucrative incentives+ travel & mobile allowance.