Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets.
Sales experience, Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Critical Skills Required:
- Relationship Management
- Influencing Skills
- Technical – Product Knowledge
- Presentation skills
- Interpersonal skills
- Effective Communication
- Result oriented with proper adherence to compliance
- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls.
- Responsible for advising Investors, to be able to analyse the asset allocation of Investors to customize the approach in accordance for focused selling.
- Profiling customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the client /HNI customers.
- Providing Investment planning and advice.
- Achieving sales and revenue targets spread across product mix.
- One point contact for the assigned customer .