Job Preference:
Preferred: Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, broker or sub-broker working individually with insurance companies, - Minimum: 2-5 years in financial product sales/distribution.
Graduate/ Post Graduate in Commerce/ Finance/ Business Management or related fields.
NISM V A, Insurance IC 38 or POS, willingness to complete upon joining,
Qualification:
Any Graduate, Any Post GraduateJob Description:
Lead Generation - Build business by identifying potential clients; and maintaining the relationships.
· Networking- Work on reference building for more revenue generation
· Meet and Conduct Meetings Online/Offline and advise your clients on the right products by establishing contact and recommending the best scheme suitable for their needs with high-end profits to you and them.
· Maintain and increase Professional and Technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; and participating in professional societies.
· Ensuring that the clients are retained and new is acquired every year.
· Cold calling and fieldwork will be part of the profile.
Skills:
- Strong market network and prospecting skills, tech savvy and people person.
- Excellent communication, interpersonal, and negotiation skills.
- Self-driven, target-oriented, Hard-worker and team player.