Financial Sales

**Responsibilities**:
1. Generate leads through proactive prospecting, networking and secure new business opportunities.

3. Make a list of customers who fit our ideal client profile.

4. Acquire new clients for our various services.

5. Understand the client’s need and specific requirement. Present proposals aligned to his goals and objectives.

6. Once a client is onboarded, continue to nurture and grow the relationship.

7. Reviewing their existing portfolios and providing appropriate suggestions.

8. Understanding and presenting research reports, Mutual Fund updates, life and health insurance services to clients.

9. Build rapport which will help in maintaining client loyalty and securing repeat business.

10. Serve as the primary point of contact, fostering trust, delivering exceptional customer service, and ensuring client satisfaction.

11. Addressing client concerns, gathering feedback, and identifying opportunities to upsell or expand our services.

**Skills/Qualifications/Experience**:
1. Strong networking and lead generation skills. Ability to identify and convert potential clients.

2. Excellent communication and presentation skills to effectively put forward the various services.

3. Analytical mindset to understand client needs, conduct market analysis, and position our services strategically.

4. Ability to grow in a fast-paced environment, manage multiple priorities, and meet ambitious targets.

5. Bachelor's degree in commerce, marketing, or a related field (MBA-Finance/Marketing preferred). Having a CFP certification will be an added advantage. Minimum 3-5 years of experience required.

Regards

Team HR

9924169268

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

Pay: ₹400,000.00 - ₹1,000,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Commuter assistance
- Health insurance
- Internet reimbursement
- Life insurance
- Paid sick time
- Provident Fund

Schedule:

- Day shift
- Fixed shift
- Morning shift
- Weekend availability

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

**Experience**:

- total work: 3 years (required)

Willingness to travel:

- 50% (required)

Work Location: In person