Sales Lead –Wealth Management
2 days ago
Products & Services to Sell
Portfolio Management Services (PMS) - Discretionary investment management for HNI clients
Alternative Investment Funds (AIF) - Category III funds for sophisticated investors
Mutual Funds (MF) - Diversified investment schemes for retail and institutional investors
Loan Against Securities - Secured lending using securities as collateral
Key Responsibilities
Generate leads, achieve monthly targets, conduct product presentations
Client Management: Build relationships, ensure customer satisfaction, handle queries, conduct follow-ups
Required Qualifications
Bachelor's degree in Finance/Commerce/Business Administration
1-2 years' experience in financial services sales (PMS/AIF/MF preferred)
NISM certification or equivalent (preferred)kube
Must reside in Calcutta with local market knowledge
Proven track record of achieving sales targets
Essential Skills
Technical: Financial products knowledge (as mentioned above), latest SEBI/RBI regulations, MS Office, basic fund performance analysis
Sales: Excellent communication (English/Hindi/Bengali), presentation, negotiation, consultative selling
Performance Metrics
Monthly sales targets: ₹50-75 lakhs | New clients: 8-12/month | Conversion rate: 15%+
| Referrals generated | Portfolio growth
Career Growth Path
4-6 Months: Senior Sales Executive /
1-2 Years: Product Specialist
3-5 Years: Area Sales Manager / Branch Manager
Job Type: Full-time
Pay: ₹18, ₹25,000.00 per month
Ability to commute/relocate:
- Park Circus, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- Bachelor's (Preferred)
Language:
- English and wealth/investment related communication (Required)
Location:
- Park Circus, Kolkata, West Bengal (Required)
Willingness to travel:
- 25% (Preferred)
Work Location: In person
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