Sales Excecutive

4 days ago

Surat, India Profitence Wealth Full time

Generating leads and conversion to sales for mutual fund, demat and trading account, insurance etc. investment products.
- Track keeping of all leads and regular follow ups and update
- Meeting with customers, their detailed requirement analysis and business information
- Maintain and update key account records
- Document collection as and when required
- Acquire job knowledge on types financial services
- Explaining all conditions to customers as per the product
- Updating reporting formats & MIS updates and regularly
- Develop referral networks, regenerate lead suggests alternate channels and cross-sell products
- Developing new business relations and opportunities
- Follow all rules and regulation and instruction given by PWM

**Salary**: ₹15,000.00 - ₹20,000.00 per month

**Benefits**:

- Paid sick time

Shift:

- Day shift

Supplemental pay types:

- Commission pay

Travel requirement:

- Travel
- Up to 50% travel

Ability to commute/relocate:

- Surat, Gujarat: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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