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Sales Manager / Relationship Manager Sales Executive / Team Leader

5 - 7 years

4 - 7 Lacs

Posted:8 hours ago| Platform: Naukri logo

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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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Bonanza Portfolio
Bonanza Portfolio

Financial Services

New York

50-100 Employees

13 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CFO

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