Financial Sales

Utilize and apply technical product expertise and consultation skills to help advisors with Cash and Bank Deposit products (ONE Financial, Sweep, Money Markets, Bank CDs, Savings Account, etc.) by communicating product benefits/features, sales strategies, rules/regulations, and suitability in response to inbound sales calls. Make periodic outbound calls for...

Sales Coordinator **Requirements**: - Fresher - Prior experience in banking sector will be a plus. **Responsibilities**: - Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. - Inputting orders, ensuring they are...

**Job description** We are looking for highly motivated individual for the role of Sales Executive to help us build up our business activities and manage sales of financial products and services across India. **Responsibilities**: **1. **Identification and approaching the prospective clients through cold calling, networking, social media, campaign,...

Job DescriptionThe candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors practices. This...

Looking for Sales executive with prior experience in financial product sales i.e. Loans, Mutual fund, Insurance etc. Pay: ₹10,720.90 - ₹31,046.78 per month **Experience**: - total work: 1 year (required) Work Location: In person

Job DescriptionJob DescriptionJob TitleCircle Head - Elite VerticalLocationMultipleDepartmentAgencyFunctionElite VerticalReporting toRegional Manager- Elite VerticalBand3Channel SummaryThe agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and...

The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors' practices. This position will...

We are looking for a highly passionate person to join us as Sales Representative. The person would be responsible for all activities from lead generation to Sales execution. **Responsibilities**: - Converting leads into Sales **Products to offer**: - Financial Consultancy - Insurance: Life, Health and non-life - Bonds / Debentures - P2P (Peer to Peer...

Position: Sales & Marketing - Financial Products (HNI Focus)Location: New Delhi / NCRExperience: 4 to 6 yearsQualification: Graduate with NISM certification (MBA preferred)Key Responsibilities:- Acquire and manage HNI clients and grow AUM- Promote third-party financial products such as MF, PMS, AIFs, Bonds, etc.- Leverage digital marketing tools for product...

Financial Products Sales ProfessionalWe are seeking a skilled sales and marketing professional to acquire and manage High Net Worth Individual (HNI) clients, growing their Assets Under Management (AUM), and promoting third-party financial products.Main Responsibilities:Acquire and manage HNI clients through effective sales strategies.Promote third-party...