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Business Development / Relationship Manager / Investment Adivsor - HNI & Corporate Mutual Fund Sales

Keywords / Skills : Sales / Business Development / Relationship Manager

3 - 5 years
Posted: 2019-02-22

Nationality
India
Industry
Banking/ Financial Services
Function
Sales/ Business Development
Banking, Insurance & Financial Services
Role
Sales Exec/ Sales Representative
Business Development Manager
Relationship Mgr/ Account Servicing
Corporate Sales
Education
Any graduate
Stream:
Commerce
Salary
3.00 - 4.00 lacs
Posted On
22nd Feb 2019
Job Description
Job Description:

 Should have existing client patronage & should be able to get business on his/her past track.

 Achieve sales target given under competitive scenario along with organization code of conduct.

 Should develop client base for the organization HNI & Corporate.

 Maintain and develop support relationships with existing & future clients in person, via Calls and emails.

 Servicing clients with daily updates on Investment ideas.

 Supporting clients by addressing queries.

 Respond to incoming email and phone inquiries

 Helping in gathering market intelligence to develop new products for the market

Candidate’s prerequisite Skills & Qualifications:

 This position is for self-driven, aggressive Sales Professional with a go-getter attitude and experienced to work in target oriented ecosystem. A problem solving approach at work would be the preferred qualities.

 Candidate needs to be presentable, with sound oratory and written skills in communication with potential Business Associate/Partners. He/she needs to have friendly disposition and extend support role for initial handholding of newly enrolled business Associates/Partners.

 Sound sales & finance knowledge with hands-on experience in Financial Domain – preferably worked with; Equity Brokerage Houses, Mutual Fund, Banking, or Insurance Agencies, etc. Should be able to relate our Services offered with challenges and growth opportunities in the business of an Associate/Partners.

 Candidate’s needs to have experience and expertise at; Deliberation of Group & One-on-one Pitch Presentations, Redressal of Queries & Doubts, and finally liaison with potential Investor for closure. Skills at preparing own Sales Pitch, MIS and Report generation would be of added advantage.

 Understanding of Wealth Management & Mutual Fund Research offerings and its role in day-to-day business would be required. Candidate with sound technological skills, and ability to Present and Promote VikasGenie IT driven platform.

Candidate Must…;

 Be a Graduate, having work experience as Sales/Relationship manager, or with a B2B Platform as Business Development for 3-5 years.

 Have NISM V A certification from AMFI.

 Have a pleasant disposition, with excellent presentation & communication skills, both verbal/ written.

 Have the ability to work with sensitive information in a professional and a confidential manner




About Company

Seven Islands Capital is a fast growing Financial Product distributor seeking to hire aggressive, self-motivated Sales & Relationship Manager who has serviced large distributors/IFA’s/ Brokers for establishing channel sales.
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