About the opportunity
Job Overview
<p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:11pt;font-family:'Calibri Light', sans-serif;">Looking for candidates with at least 2 years of experience in direct sales of any BFSI product, preferably from broking field. People from life insurance (direct channel) bankin, NBFC ..etc also can be considered for the same. </span></p> <p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:11pt;font-family:Calibri, sans-serif;">1) Acquisition of new clients from the open market.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:11pt;font-family:Calibri, sans-serif;">2) Responsible for acquiring 5 new clients with a margin of 1 lak each and increase the wallet share by cross selling of other wealth based products like MF,LI..etc.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:11pt;font-family:Calibri, sans-serif;">3) Conducting activities to generate quality leads for wealth business.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:11pt;font-family:Calibri, sans-serif;">4) Maintain proper MIS, clients records and submit to the SM time to time.</span></p>
<p style="font-size:medium;font-family:'Times New Roman', serif;"><span style="font-size:11pt;font-family:Calibri, sans-serif;">5) Provide proper wealth advisory to the clients post a risk profiling of the clients.</span></p> <p style="font-size:medium;font-family:Calibri, sans-serif;"><span style="font-size:11pt;">Looking for candidates with at least 2 years of experience in direct sales of any BFSI product, preferably from broking field. People from life insurance (direct channel) bankin, NBFC ..etc also can be considered for the same. </span></p>