Sales Manager

2 days ago


Hyderabad Secunderabad Telangana, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Investment Sales Role

This position is designed for a sales professional with expertise in wealth management and investment products. The ideal candidate will be responsible for building relationships with retail clients, gathering assets, and achieving sales targets.

Key Responsibilities
  • Gathering Assets: Responsible for accumulating assets for a range of investment products, including mutual funds, PMS, AIF, Corporate FD, and Insurance.
  • Target Achievement: Achieve Net Equalized Assets collected (LS) targets for the assigned client base.
  • SIP Book Creation: Develop an incremental Systematic Investment Plan (SIP) book to increase customer engagement.
  • New Business Development: Drive new business growth by reactivating or acquiring new clients.
  • Client Relationship Management: Regularly meet with clients to maintain and strengthen relationships.
Required Skills and Qualifications
  • Proven experience in sales within the wealth management or investment products sector.
  • Detailed knowledge of investment products, particularly mutual funds.
  • Able to achieve and exceed sales targets.
  • Excellent interpersonal and relationship management skills.
  • Background in B2C sales environment.

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