Sales Professional Investment Product (2 8 Yrs) Bangalore/mumbai/hyderabad (bfsi Sales)
Job Description
Responsibilities:- Conduct pre-scheduled video meetings with potential clients with portfolios of - 50L & above.- Facilitate approximately 150 calls booked by clients through the Company\'s Wealth Monitor app each month.- Interact with and convert high-intent inbound leads.- Showcase our portfolio management approach to clients.- Review customer needs and asset allocation, proactively engage with customers to ensure their investment needs are fully understood.- Ensure strict adherence to KYC/AML and other compliance norms.- Apply strong analytical skills to filter, prioritize, and validate potentially complex information from various sources.- Provide an exceptional client experience.Expectations :- Minimum of 2 years of sales experience in financial services, including retail banks, investing fintechs, and AMCs.- Exceptional communication skills.- In-depth knowledge of either mutual funds, stocks, or PMS.- Ability to explain complex investment methodologies in simple terms to clients.- Demonstrated high ownership and strong stakeholder management skills, both internally and externally.NISM Mutual Funds & PMS Distributors certificates (required before joining) (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3171819
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationIndia, India
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EducationNot mentioned
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ExperienceYear