Sales Consultant

3 - 7 years

0 Lacs

Posted:19 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Utilize and apply your technical product expertise and consultation skills to assist advisors with Cash and Bank Deposit products such as ONE Financial, Sweep, Money Markets, Bank CDs, and Savings Accounts. This will involve communicating the benefits, features, sales strategies, rules, regulations, and suitability of the products in response to inbound sales calls. Additionally, you will be responsible for making periodic outbound calls for specific campaigns and approved activities. Collaboration with other sales members and internal business partners is crucial to support client and advisor needs effectively. Your key responsibilities will include answering inbound advisor calls and providing consultation on Cash and Bank Deposit products. You will need to swiftly and courteously address advisor questions, concerns, or complaints while supporting and referring consultation opportunities to other sales members. Capturing relevant sales call information accurately in Salesforce CRM, collaborating with external partners and internal resources to develop business plans, and participating in outbound call campaigns will also be part of your role. To excel in this position, you should have 3-5 years of experience in bank or financial sales and be willing to obtain the FINRA Series 7 certification within 12 months of hiring. A strong knowledge of US banking products and industry is essential, along with excellent communication and presentation skills. You should be adept at articulating complex information clearly, establishing rapport, and applying consultative selling techniques effectively. Ameriprise India LLP has a rich history of providing client-focused financial solutions for over 125 years. As a U.S.-based financial planning company with a global presence, our focus areas include Asset Management and Advice, Retirement Planning, and Insurance Protection. Join our inclusive and collaborative culture that values your contributions and offers opportunities for professional growth. If you are driven, talented, and seeking to work for an ethical company that prioritizes community impact, consider building your career with Ameriprise India LLP. This is a full-time position with working hours from 8:00 PM to 4:30 AM. The role is within the Business Support & Operations job family group, specifically in the AWMP&S President's Office of the Ameriprise India LLP India Business Unit.,

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