Sales Manager, cluster lead

1 day ago


Gurugram, India Dreams Solution Full time

Role & responsibilities Sales Manager, Cluster lead , RM

Sales Manager

Job description

Key Deliverables:

  • Guiding team for new client acquisition to acquire 3-4 new clients per month from open market
  • Cross selling of third party investment products
  • Revenue generation revenue to be generated from the all the products from sourced accounts
  • SIPs 5 SIPs per month

Role Requirements:

  • Educational Qualifications: Graduation
  • Experience: 4+ Years in sales/wealth management of handling the HNI clients.
  • Team handling experience is mandatory
  • Preferred industry back ground: Wealth Management, Banking, Investment counseling

Job Role- Relationship Manager

Job Description-

1. New Client Acquisition

  1. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)

3. Revenue generation – revenue to be generated from the all the products from sourced accounts

4. Client Meeting

Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships

Role Requirements-

Educational Qualifications: Graduate with Minimum 50%

Experience: 1+ Years' experience in NBFC & BFSI

Age- 30 Max

Job Role- Equity Advisor/ Dealer

Job Description-

  1. Placing orders on behalf of customers

  2. Providing advisory services- AUM product penetration

  3. Cross selling of third party investment products( Insurance, MF, PMS, SIP's, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)

  4. New Client Acquisition & retention

  5. Client Meeting

Role Requirements-

Educational Qualifications: Graduate with Minimum 50%

Additional Certification- NISM 8 Equity derivative

Experience: 1+ Years' experience in NBFC & BFSI

Age- 30 Max

Preferred candidate profile

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