· Have an in-depth understanding of all the investment products like mutual funds, direct equity, PMS, AIF, Small case, Insurance etc.
· Stay abreast of market developments, trends, and regulations related to all investment products.
· Identify new business opportunities and acquiring potential clients through cold outreach, referrals, and networking and leverage existing client relationships to drive sales growth.
· Schedule and conduct meetings, presentations, and other events to promote products and build relationships through collaborating with HR’s of respective companies
· Work with research teams to deliver comprehensive services to clients
· Prepare and present detailed reports to clients and internal stakeholders
· Identify new business opportunities and acquiring potential clients through cold calling, referrals, and networking and leverage existing client relationships to drive sales growth.
· Stay abreast of market developments, trends, and regulations.
WHY JOIN US
v Great work environment
v Opportunity to work with experienced and supportive team
v Develop your skills and grow in a results-driven, empowering environment
v Competitive incentives and recognition for outstanding performance.
WHAT YOU NEED TO EXCEL
We need candidates to have following skills
v A genuine passion for sales
v On technical side – MS Office (Excel, PowerPoint) & Google Suite
v Must possess good communication & Interpersonal skills