Estate Planning Channel Executive

2 months ago


Mumbai, India SANKALP PLACEMENTS INDIA LLP Full time

A Reputed Wealth Management Company based out of **Andheri Mumbai **offers a Position of **Estate Planning Channel Executive.**

**Reporting To Assistant Vice President**

**About the Company**:
This Company is a multi-family office, successfully advising ultra HNI clients for the past 10 years. They are considered among the top wealth management firms in India. Their expertise includes Wealth Management, Estate Planning, Investment Banking and Taxation. Unlike many other firms, they have in-house experts in all these areas, supported by product team, research desk, mid-office team, and operations staff backed by technological setup that provides us an unmatched ability to fulfill our clients’ requirements.

**Location**: Andheri

**Experience**: Minimum 0 - 1 Yr.

**No. of Positions**: 2

**Job Profile**:
Ø Requires high quality selling and communication skill.

Ø Understanding about estate planning, wills, and different financial products.

Ø Making a pitch on Estate planning and building up a team of channel partners.

Ø Develop sales plans and making calls daily to ensure effective conversion.

Ø Educating the channel partners on the basics of estate planning, filling up of questionnaire, etc.

Ø Resolving the queries and hand holding.

Ø Meeting the business targets set.

Ø Co-ordinate and ensure availability of marketing material.

Ø Managing sales pipeline, forecast monthly sales and identify new business opportunities.

**Technical Skills**:
2. Self-motivated and self-directed.

3. Good communication skills.

4. Understanding of basic financial terminologies.

5. Awareness about the local and global events.

6. Working knowledge of MS office.

**Soft Skills**:

- Good speaking and writing skills.
- Presentation capability

**Qualifications**:
Graduate / Postgraduate in management

If the above-mentioned profile Suits, your requirement then please send us your CV with the Following Details
- **Experience**:

- **Industry Exposure**:

- **Current CTC**:

- **Expected CTC**:

- **Notice Period**:

- **Residence**:
**Salary Budget: 3 Lacs per Annum**

Regards

TEAM SANKALP

Pay: ₹20,000.00 - ₹25,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 8657495402


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