5.0 - 9.0 years

0 Lacs

karnataka

On-site

As an Account Director/ Business Unit Head, you will be responsible for complete ownership of the P&L, relationships, delivery, quality, planning, resourcing, and operations of a specific business unit. Your role is crucial in building solutioning, servicing, and delivery for clients while fostering a culture of responsibility and performance. Your responsibilities will include having a problem-solving mindset, demonstrating critical and quick thinking, effective communication, and finding solutions aligned with both client and agency goals. Address challenges promptly, employ conflict resolution techniques, and make decisions to ensure smooth delivery. Relationship management is key, requiring you to build and maintain strong client relationships. Understand their business deeply, serve as the main escalation point, stay updated on industry trends, and provide strategic insights and innovative solutions. Retain clients by delivering exceptional service, showcasing the agency's value, and nurturing long-term relationships. Ensure delivery and operational excellence by maintaining quality output and resource utilization efficiency. Adhere strictly to quality standards, minimize rework, plan workloads effectively, and meet delivery timelines consistently. In terms of business performance, it is your responsibility to ensure revenue and margin commitments are met. Track team performance, analyze issues, drive value through quality work, and actively participate in new business development. Additionally, manage your team effectively by providing guidance, mentorship, and support to ensure optimal team performance. Foster cross-functional collaboration, acknowledge team efforts, and create a positive work environment.,

Posted 6 days ago

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Mutual Funds / Insurance / Sales Associate Investors Network Group

2.0 - 6.0 years

0 Lacs

ahmedabad, gujarat

On-site

You are seeking a motivated and customer-focused Sales Associate to join our team in the mutual funds and insurance sector. This role is ideal for individuals with a strong passion for finance, a deep understanding of mutual funds and insurance products, and a drive to help clients secure their financial futures. As a Sales Associate, you will be responsible for identifying new sales opportunities, managing client relationships, and promoting our financial products in the market. Your key responsibilities will include identifying potential clients and generating new business opportunities in the mutual funds and insurance sectors. You will conduct meetings with prospective clients to understand their financial needs and recommend suitable products. Additionally, you will promote and sell mutual funds, insurance policies, and related financial products to individuals and businesses while maintaining a robust pipeline of prospects to meet sales targets and KPIs. In terms of client relationship management, you will develop and maintain strong, long-term relationships with existing clients to ensure their satisfaction and continued business. Providing ongoing support and service to clients by addressing their queries, guiding them through product offerings, and ensuring their financial goals are met will be essential. Moreover, offering expert advice on investment strategies, insurance planning, and portfolio management will be part of your role. You will need to stay updated on the latest mutual fund and insurance products, trends, regulations, and market conditions. Educating clients on the benefits and risks of financial products and assisting them in selecting the right products based on their objectives, risk tolerance, and investment horizon will also be crucial. Addressing client concerns and queries in a professional and timely manner, guiding clients through the onboarding process for financial products, and providing after-sales support to ensure client satisfaction are essential aspects of your role. Your qualifications should include a Bachelor's degree in Finance, Business Administration, Marketing, or a related field, a strong understanding of mutual funds, insurance products, and the financial services industry, and proven sales experience preferably in the financial services, insurance, or investment industry. You should possess strong communication, negotiation, and interpersonal skills, the ability to build rapport with clients, and understand their financial needs. Being self-motivated with a proactive approach to achieving sales goals, excellent time management, organizational skills, and attention to detail, as well as proficiency with Microsoft Office Suite, are necessary. Additionally, a customer-first mindset with a focus on delivering exceptional service is vital. Preferred skills include insurance and/or mutual fund certifications, knowledge of local regulations and compliance standards within the financial industry, and experience with sales-related software and tools such as Salesforce and HubSpot.,

Posted 1 week ago

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