Sales Associate

1 week ago

Bhuj, India Doko Innovations Private Limited Full time

**Industry Type: Banking**

**Department: BFSI, Investments & Trading**

**Employment Type: Full Time, Permanent**

**Location - Bhuj**

**Experience - 1 -4 Years**

Core Responsibilities
- Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.
- Identify current and potential relationship with additional revenue potential and grow business
- Generating Incremental Business
- Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships
- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+.
- Customer Engagement:

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
- Face to the client and First person Responsible for service and sales satisfaction of mapped clients
- Investment Advisory
- Financial Planning and Investment Advisory to HNI clients
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance
- Process and Audit
- Ensure all sales activity is recorded online as per the organizational process
- Capture and maximize the business opportunity through detailed client profiling as per organizational process
- **Good communication with minimum 1-2 years of experience required in Banking sector and**
- **Handling Wealth management/Portfolio more than 50cr.**

Pay: ₹12,000.00 - ₹45,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Provident Fund

Work Location: In person

**Speak with the employer**
+91 9898052344

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