1 - 5 years

2 - 6 Lacs

Posted:9 months ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Key Responsibilities:

  • Drive business growth by acquiring new clients and fostering long-term relationships.
  • Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals.
  • Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly.
  • Achieve sales targets by generating revenue from new and existing clients.
  • Continuously engage with clients to strengthen relationships and ensure satisfaction.
  • Stay informed on the latest market trends, financial products, and regulatory changes.

Requirements:

  • Educational Qualification

    : Graduate
  • Experience

    : Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors.
  • Product Knowledge

    : Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds.
  • Technical Skills

    : Proficiency in MS Office tools.

Preferred Candidate Profile:

  • At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds.
  • Excellent communication, interpersonal, and relationship-building skills.
  • Strong customer focus, with the ability to identify and address client needs effectively.
  • Experience or familiarity with the broking industry is an added advantage.

Perks & Benefits:

  • PF and Insurance coverage
  • Competitive salary with performance-based incentives
  • Opportunities for career growth and professional development

Interview Process:

  1. HR Round
  2. Sales Manager Round

How to Apply:

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Practice Video Interview with JobPe AI

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Motilal Oswal Financial Services (MOFSL) logo
Motilal Oswal Financial Services (MOFSL)

Financial Services

Mumbai Maharashtra

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