Senior Asset Accumulation Specialist

7 days ago

Vijayawada, Andhra Pradesh, India beBeeWealth Full time ₹ 6,00,000 - ₹ 12,00,000
Financial Sales Professional Opportunity

This position is for a skilled sales professional with expertise in wealth management and investment products, seeking to achieve sales targets by developing client relationships and gathering assets.

Key Responsibilities
  • Asset Acquisition: Responsible for acquiring assets for a variety of investment products, including mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, and Insurance.
  • Target Achievement: Meet or exceed Net Equalized Assets collected (LS) targets for assigned clients.
  • SIP Growth: Create an incremental Systematic Investment Plan (SIP) portfolio.
  • Business Development: Achieve new business targets through reactivating or acquiring new clients.
  • Client Relationship Management: Regularly meet with clients to maintain and strengthen relationships.
Required Skills and Qualifications
  • Proven experience in a sales role within the wealth management or investment products space.
  • Strong knowledge of investment products, particularly mutual funds.
  • Ability to meet and exceed sales targets.
  • Excellent communication and relationship management skills.
  • Experience in a B2C sales environment.

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