Department: Sales
Designation: Sales Associates
Reporting to: Manager - Sales
Location: Indore
Role & Responsibilities
- Report to the Organization IM Sales Manager in the respective city
- Will be covering and servicing Organization branches
- Manage minimum 6-10 branches of Organization (depending on the size of the city & branch)
- Represent Organization IM Investment Managers for the sale and service of Organization IM mutual funds
- Maintain and build relationship with customers of the branch
- Understand the products, market scenario and suggest investment options based on client profiling
- Manage walk-in clients as well as follow up with leads
- Ensure adequate branch visibility and display of all POP and marketing material
- Track and generate information about competition/activities
- Assists in organizing and conducting branch level activities, trainings etc.
- Assist Marketing Officer of Organization to complete the KYC
- Provide insights about the clientele of the branch to determine business potential
Qualification & Skillsets:
- - Minimum qualification - Graduate (any stream)
- - NISM Certification mandatory
- - Good Spoken & written English.
- - Good Mannerism & Etiquettes, Presentable
- - Understanding of the local language
- - Better if has a private transport
- - Portraits Selling Skills Skills to convert prospects to clients by closing initial sale and getting ongoing sales.
Industry: Insurance/ Banking/ Mutual Funds
Who can apply: Candidates with 2 years of experience from Insurance/ Banking/ MutualFunds. Candidates from broking firms or back office jobs need not apply.
Traits Required:
- - Go Getter Attitude Hunger to Perform and Grow.
- - Relationship Guy - Should be able to build and maintain relationships naturally extroverted, has a habit of
- meeting new people and build relationships.
- - Ethical - No Rebating (or passing back commissions to investors) approach, Transparent and Open Client
- Relationships.
- - Integrity and Honesty High Levels of Both.
Salary & Benefits offered:
- - INR. You can discuss in interview part
- - Incentives (based on targets)
- - Mobile Reimbursement, Local Conveyance, Internet allowance & Medical Insurance