Investment Sales Manager

Company:

Location:

Employment Type:

We are a well-established and pioneering financial services company committed to helping clients achieve their wealth creation goals. We offer a comprehensive bouquet of investment products and services to empower our customers in their journey to wealth creation and growth. We are looking for an ambitious and goal-oriented Financial Consultant or Financial Advisor to join our team.

This is a key sales and client-facing role responsible for promoting and cross-selling a diverse portfolio of investment and financial products. You will be instrumental in new client acquisition and maintaining a healthy book of business for the branch.

Key Responsibilities

• Client Acquisition:

  Responsible for

  New Client Prospecting

  through various channels, including cold-calling, securing appointments, and leveraging references.

• Product Promotion & Sales:

  Promote investments in a comprehensive range of financial products, including

  Equity products, Currency, Mutual Funds, SIPs, Insurance, PMS, and Bonds

• Cross-Selling:

  Actively engage in

  Cross Sell to existing clients

  to maximize client value and branch revenue.

• Client Management:

  Maintain

  regular contacts

  with branch clients through telephone calls and meetings.

• Investment Guidance:

  Explain the Company, its products & services to both existing clients and prospects.

• Market Updates:

  Update clients with

  Research Reports

  on Equity, new MF Schemes, NFOs, IPOs, and market trends.

• After-Sales Service:

  Provide after sales service, follow-up, and ensure strong

  client retention

  .

• AUM Growth:

  Responsible for the

  maintenance and enhancement of the AUM

  (Assets Under Management) of the branch.

• Administrative Support:

• Assist clients in filling out investment application forms.
• Assist team members in the Branch to

  close leads

  .
• Support branch promotional activities.
• Prepare daily sales report and send to Branch Head and Sales Manager.
• Make prompt entries in the back office of business done by the branch in the Equity & Currency Segments.

• Experience:

  1+ years

  of experience.

• Education:

  Minimum

  Graduation

  required.

• Certification (Preferred):

  Possession of

  NISM-5

  (Mutual Fund Distributors Certification) is preferred.

• Goal Focus:

  Strive towards achieving individual, branch, and organizational goals.

How to Apply

Interested candidates are invited to submit their resume or contact us at the details below:

Email ID:

HR Jackson J

Contact Number: