Posted:2 days ago| Platform: Foundit logo

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On-site

Job Type

Full Time

Job Description

1. Sales and Business Development o Identify and develop new sales opportunities through cold calling, networking, and market research. o Promote and sell financial products including Unlisted Shares, Mutual Funds, Startup Investments, and Insurance to retail and institutional clients. o Develop a deep understanding of each financial product to explain benefits and risks to prospective customers. o Develop a team of Channel Partners to build a pipeline of potential leads. 2. Client Relationship Management o Build and maintain strong, long-term client relationships by understanding their financial needs and objectives. o Act as the primary point of contact for clients, providing timely updates and personalized service. o Handle client inquiries and resolve complaints in a professional and efficient manner. 3. Market Analysis and Product Knowledge o Stay updated on market trends, economic conditions, and regulatory changes affecting financial products. o Keep up-to-date knowledge of competitors products to position offerings effectively. 4. Sales Strategy Execution o Meet and exceed sales targets and performance metrics. o Create tailored presentations and proposals for prospective clients. 5. Reporting and Compliance o Maintain accurate records of client interactions, sales activities, and revenue achievements. o Ensure adherence to compliance regulations and internal policies when dealing with financial products. Key Skills and Competencies Strong sales and negotiation skills with the ability to close deals effectively. Excellent communication and interpersonal skills to build trust with clients. Sound understanding of financial markets and investment products (Mutual Funds, Unlisted Shares, etc.). Existing network of Clients and Channel Partners to leverage for sales growth Proactive, self-motivated, and result-oriented approach.

Qualification :

Any Graduate,BBA,

Proficiency in CRM software and MS Office tools.Experience in Real Estate or both Securities & Real Estate

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