Job Description

Roles and Responsibilities • Conduct daily sales calling with prospective new clients and identify their needs. • Provide and develop solutions and suggest schemes to clients basis their requirements and goal • Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles • Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch • Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. • Achieve financial goals of the clients through various product line • Update and cross sell products to existing clients and update them about the primary and secondary market trends • Update self-regarding all schemes, products and solutions by regularly attending trainings • Share regular communications with client regarding information, research and material of the organization • Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Knowledge: • Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. • Wealth/ Portfolio Management – understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals • Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: • Social/Interpersonal Skills: have excellent socializing and relation building skills. • Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. • Should be a confident individual and must conduct and present themselves well in front of client • Analytical Skills: Is able to analyze the requirement of the client’s basis their financial goals and have strong logical and numerical ability • Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. • Should always identify opportunities for greater profit • Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation • To have the best of the talent in our company