Bareilly Sales Executive Insurance
3 days ago
**Job** **Description**
- Recruit Agency Partners and advisors.
- Accountable for acquisition of High net worth clients
- Responsible for identifying customer needs and assessing their risk appetite
- Responsible for activation of trading accounts of clients, assisting new entrants in the equity market on the fundamentals of the market.
- Responsible for cross selling products like Insurance, Mutual funds, PMS, AIF etc to the New and Existing set of customers and building depth within the existing relationships
- Responsible for achieving targets as assigned by the organization on a monthly basis
- Provide regular updates to the immediate superior as an when required
Experience in Selling of Financial Products.
Experience in handling HNI & UHNI clients and Experience of Selling MF and Other Third-party Structured Products
- Must have descent knowledge of Financial Services
- Excellent inter personal and communications skills with flair in client handling/ relationship interfacing at branch.
- Proficient in handling proper KYC as per RBI guidelines.
- Proficient in MS office tools like word and excel.
Immediate
**Experience**: 1 year
- Role:_Field Sales Executive
- Salary:_ 1,50,000 - 3,25,000 P.A.
- Industry:_Banking
- Functional Area:_Sales & Business Development
- Role Category:_Retail & B2C Sales
- Employment Type:_Full Time, Permanent
- Key Skills
- sales
- Corporate SellingMutual FundsBusiness DevelopmentCorporate Sales
- Skills highlighted with ‘‘ are preferred keyskills
Education
- UG:_Any Graduate
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