Field Executive

1 week ago

Chandigarh Chandigarh, India uponly finserv Full time

**UPONLY FinServ is the financial services arm of the UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and Customized financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.**

**Qualification**

**Graduate in any stream/MBA**

**Location**

**Kalpita Nagar**

**Role**

WM- BM

**CTC Range**

INR 2 - 5 lacs per annum

**Incentives & Bonus**

Applicable based on performance

**Preference**

BFSI, Wealth Management, Sales Background
- With a strong understanding of financial products.
- Committed to providing personalized solutions to clients.
- Great at listening and problem-solving.
- High level of integrity and passionate towards customer service.

**Responsibilities**:

- Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
- Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
- Nurture client relationships and address clients' questions regarding financial plans and strategies.
- Analyze clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
- Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about updates.

**Job Types**: Full-time, Permanent

Pay: ₹15,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- total work: 1 year (preferred)
- Insurance sales: 1 year (preferred)

**Language**:

- Hindi (preferred)

Work Location: In person

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