We are looking For channel sales manager to join CSA advisor Interested candidates can share their CV\'s at - hr@csa-advisor.com JOB DESCRIPTION
Profile:Channel Sales Manager
About the Organization: CSA INVESTMENTS PRIVATE LIMITED (CSA ADVISOR) is one of the leading Start Up player in the Indian financial services space, engaged in the investment as well as financial services. CSA ADVISOR is a key player in both retail and institutional segments. Our strength has been to continuously innovate and reinvent ourselves with strong digital footprint. The company is involved in services across products like Equity, F&O, Commodity & Currency and Mutual Funds, AIF and PMS. The organization is into investment advisory in the market and is working closely with banks, AMCs and other financial institutions . About the Job: Location : Gurgaon Sector 49 Timing : 10:00 to 06:30
Compensation : As per Industry standards Incentive : Monthly incentives Profile Description: Graduate/Post graduate 3-6 years of Sales experience in managing partners/distributors/franchisee network of financial products from financial services industry, preferably Mutual Funds (AMC), Banks, Stockbroking/Securities, General Insurance industry. Roles and Responsibilities: To prospect, acquire and drive business through partners/Channel Partners. Identify customer needs, assessing risk appetite and provide them with investment options. Achieve budgeted targets in terms of number of channel partners/ clients/volumes of business & assets. Research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client portfolios Contact clients periodically for assessing satisfaction with the service provided and returns generated. Review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. Provide various investment performance reports and summaries to the clients
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