Sales Associate

Industry Type: Banking

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Location - Bhuj

Experience - 1 -4 Years

CTC - No salary Bar for right candidate

Core Responsibilities

· Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities & Investment business from HNI segment

· Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

· Identify current and potential relationship with additional revenue potential and grow business

· Generating Incremental Business

· Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships

· Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Tred+.

· Customer Engagement:

· Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

· Face to the client and First person Responsible for service and sales satisfaction of mapped clients

· Investment Advisory

· Financial Planning and Investment Advisory to HNI clients

· Driving revenue business to generate fee income through products like mutual funds, investments and insurance

· Process and Audit

· Ensure all sales activity is recorded online as per the organizational process

· Capture and maximize the business opportunity through detailed client profiling as per organizational process

· Good communication with minimum 1-2 years of experience required in Banking sector and

· Handling Wealth management/Portfolio more than 50cr.

Job Type: Full-time

Pay: ₹12,000.00 - ₹45,000.00 per month

Benefits:

• Cell phone reimbursement
• Provident Fund

Work Location: In person

Speak with the employer
+91 9898052344