
Sales Manager, cluster lead
2 weeks ago
Role & responsibilities Sales Manager, Cluster lead , RM
Sales Manager
Job description
Key Deliverables:
- Guiding team for new client acquisition to acquire 3-4 new clients per month from open market
- Cross selling of third party investment products
- Revenue generation revenue to be generated from the all the products from sourced accounts
- SIPs 5 SIPs per month
Role Requirements:
- Educational Qualifications: Graduation
- Experience: 4+ Years in sales/wealth management of handling the HNI clients.
- Team handling experience is mandatory
- Preferred industry back ground: Wealth Management, Banking, Investment counseling
Job Role- Relationship Manager
Job Description-
1. New Client Acquisition
- Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
3. Revenue generation – revenue to be generated from the all the products from sourced accounts
4. Client Meeting
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships
Role Requirements-
Educational Qualifications: Graduate with Minimum 50%
Experience: 1+ Years' experience in NBFC & BFSI
Age- 30 Max
Job Role- Equity Advisor/ Dealer
Job Description-
Placing orders on behalf of customers
Providing advisory services- AUM product penetration
Cross selling of third party investment products( Insurance, MF, PMS, SIP's, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
New Client Acquisition & retention
Client Meeting
Role Requirements-
Educational Qualifications: Graduate with Minimum 50%
Additional Certification- NISM 8 Equity derivative
Experience: 1+ Years' experience in NBFC & BFSI
Age- 30 Max
Preferred candidate profile
Perks and benefits
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