Job
Description
JOB DESCRIPTION Job Details: Job Title: Investment Counsellor Role Description: Investment Counsellor is the brand Ambassador of the company. It's very important that Investment Counsellor understand basic tricks of job. Thorough on the market. Very Strong in Channel Management. Influencing the Channel & achieving the revenue Targets. Driving business in the designated territory through sales of various investment products using the allocated bank channels To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships Continuous training of Channel on products & processes to get maximum output. Specific Role Responsibilities / Core Duties: 1. New Client acquisition through Bank Channel Partner 2. Achieve revenue targets 3. Activate bank channels in designated territory 4. Relationship Management with all the bank team members 5. Aligning activities in line with bank activities to maximize business numbers 6. Keep abreast of the Products, market news, financial trends, and current affairs 7. Training to Bank Channel Partners 8. Joint client call with Bank channel Partner 9. Lead generation activity with Bank Resource 10. Business MIS & Reporting 11. Upgrading Skills & knowledge Skill Sets: Education Qualifications: Graduate / Postgraduate/MBA Marketing & Finance Work Experience Required: 2 to 5 Years Language Reading/Writing/Speaking: English, Hindi, Regional Language Knowledge: Market, Economy, All product offerings, financial terminology Market, Economy, All product offerings, financial Skills: Communication, Public Relations, Relationship Management, Orientation, Leadership, Good sales acumen, Negotiation, Closing, Interpersonal skill, Presentation, Persuasion, Patience, Oratory. Listening Abilities: Well-read person, commanding Language, Influencing the Channel Partners, Passionate for subject Personality traits: Smiling Personality, Well dressed, mixing nature & conducive environment, Trustworthy, Integrity, Ethical Honesty, Integrity, Organized, Disciplined Personality traits: Quick Learner, Decisive, Good & Clear Communication Skills. Interested candidates can send their CVs on: neha.pawar.ext@ysil.in
