Sales Manager, cluster lead , RM

2 - 7 years

3 - 8 Lacs

Posted:Just now| Platform: Naukri logo

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Skills Required

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Sales Manager

Key Deliverables

  • Guiding team for new client acquisition to acquire 3-4 new clients per month from open market
  • Cross selling of third party investment products
  • Revenue generation revenue to be generated from the all the products from sourced accounts
  • SIPs 5 SIPs per month

Role Requirements

  • Educational Qualifications: Graduation
  • Experience: 4+ Years in sales/wealth management of handling the HNI clients.
  • Team handling experience is mandatory
  • Preferred industry back ground: Wealth Management, Banking, Investment counseling

Job Role- Relationship Manager

1.

2. Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)

3.

4.

Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships

Role Requirements-

Educational Qualifications: Graduate with Minimum 50%

Experience: 1+ Years’ experience in NBFC & BFSI

Age- 30 Max

Job Role- Equity Advisor/ Dealer

1. Placing orders on behalf of customers

2. Providing advisory services- AUM product penetration

3. Cross selling of third party investment products( Insurance, MF, PMS, SIP’s, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)

4. New Client Acquisition & retention

5. Client Meeting

Role Requirements-

Educational Qualifications: Graduate with Minimum 50%

Additional Certification- NISM 8 Equity derivative

Experience: 1+ Years’ experience in NBFC & BFSI

Age- 30 Max

Preferred candidate profile

Perks and benefits

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