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Bonanza Portfolio
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Sales Manager / Relationship Manager Sales Executive / Team Leader

Sales Manager / Relationship Manager Sales Executive / Team Leader

Bonanza Portfolio

5 - 7 years

4 - 7 Lacs

Ahmedabad

Posted:1 month ago| Platform:

Apply

Skills Required

Insurance Broking Mutual Funds Sales Insurance Sales Demat Account Opening

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

• Individual Lead Generation Profile: Proactively generate leads through self-sourcing, networking, and client referrals.

Client Acquisition: Identify and onboard clients for products like mutual funds, insurance, Demat accounts, and wealth management services.
Sales Strategy: Develop and implement effective sales strategies to meet targets.
Team Collaboration: Work closely with internal teams to ensure seamless client onboarding and service delivery.
Compliance: Ensure all sales activities adhere to regulatory standards and company policies.

Preferred candidate profile

• Financial Products: In-depth understanding of mutual funds, insurance, demat accounts, and

wealth management.

• Sales Acumen: Proven track record in achieving sales targets and client acquisition.

• Communication: Excellent interpersonal and negotiation skills.

Analytical Thinking: Ability to assess client needs and recommend suitable financial products.
Technology Proficiency: Familiarity with CRM tools and Microsoft Office Suite.
Min 5 Years Experience in this field.

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