Financial Sales Executive
2 weeks ago
* Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and
empathy.
- Drive the sales and distribution of a diverse portfolio of financial products, including Mutual Funds, Equities, Insurance, and
other investment instruments.
- Recruit, train, mentor, and retain a team of highly motivated financial professionals, ensuring alignment with organizational
goals.
- Increase Revenue and AUM by acquiring new HNI/ UHNI, Retail, and Corporate Clients, and existing clients base through
cross-selling.
- Would be responsible for Relationship Building & Management with the team and customer for Sales & Services of Financial
Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth
Management, etc.]
- Liaison with Dealing Desk for revenue generation and query resolution.
- Develop new relations through referencing & other sources.
- Ensure individual and team performance.
- Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets.
- Ensure compliance as per various regulator and organization guidelines.
- Having fantastic, value creating & memorable conversations with clients every single day
- Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and
monitoring those solutions.
- Managing investment portfolios and making people ready to meet their financial goals by following the financial planning
process.
- Identify & recruit right quality partners to build a strong partner base.
- Ensure that the selling through team of partners is aligned to all business quality metrics.
Pay: ₹18,000.00 - ₹25,000.00 per month
**Language**:
- English (preferred)
Work Location: In person
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