
Sales Manager
2 days ago
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.
- 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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