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Sales Assistant

2 months ago

Ashok Nagar Ranchi Jharkhand, India Blue Wing Talent Management Full time

A Sales Assistant for Financial Products typically works in the financial services industry, assisting financial advisors, brokers, or sales representatives in selling various financial products and services to clients. Here's a breakdown of the job profile:
**Responsibilities**:

- **Client Support**: Provide support to clients by answering inquiries, addressing concerns, and providing information about financial products and services.
- **Sales Support**: Aid in the sales process by scheduling appointments, organizing meetings, and following up with potential clients.
- **Product Knowledge**: Develop a strong understanding of the financial products offered by the company, including but not limited to stocks, bonds, mutual funds, insurance products, and retirement plans.
- **Compliance**: Ensure compliance with regulatory requirements and company policies when handling client information and processing transactions.
- **Marketing Support**: Assist in marketing efforts by preparing marketing materials, organizing events, and coordinating promotional campaigns.
- **Client Relationship Management**: Build and maintain strong relationships with clients to foster trust and loyalty, as well as identify opportunities for cross-selling or upselling products.
- **Training and Development**: Stay updated on industry trends, regulations, and product offerings through training sessions and self-study to better serve clients and support the sales team.

**Skills and Qualifications**:

- **Knowledge of Financial Products**: Understanding of various financial products and services, as well as financial markets and investment strategies.
- **Communication Skills**: Excellent verbal and written communication skills to effectively interact with clients and colleagues.
- **Customer Service**: Strong customer service skills with the ability to address client needs and provide satisfactory solutions.
- **Organizational Skills**: Ability to manage multiple tasks efficiently, prioritize workload, and meet deadlines in a fast-paced environment.
- **Attention to Detail**: Accuracy and attention to detail are crucial when handling sensitive financial information and processing transactions.
- **Ethical Conduct**: Adherence to ethical standards and regulatory requirements in the financial services industry.
- **Team Player**: Ability to collaborate effectively with team members and contribute to a positive work environment.

**Education and Training**:

- Any Graduate or bachelor's degree in finance, business administration, economics, or a related field is typically required or required depending on the employer and the specific role.
- On-the-job training and professional development opportunities are often provided to enhance knowledge and skills in financial services sales.

**Salary**: ₹12,000.00 - ₹18,450.00 per month

**Benefits**:

- Commuter assistance

Day range:

- Monday to Friday

Shift:

- Day shift

Supplemental pay types:

- Commission pay
- Performance bonus

Travel requirement:

- No travel

**Experience**:

- total work: 3 years (required)

Work Location: In person

**Speak with the employer**

+91 9709386520

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