Z-1839 | Executive - Estate Planning

Industry : Investment/Wealth

Sub Department : General - Sales & Marketing

Department : Sales & Marketing

: Vile Parle

: Mumbai

: India

: 3 - 3.5 p.a (INR Lacs)

: 0 - 1 Year

Job Preference :

Job Description :

Requires high quality selling and communication skill
Understanding about estate planning, wills and different financial products,
Making a pitch on Estate planning and building up a team of channel partners
Develop sales plans and making calls on a daily basis to ensure effective conversion
Educating the channel partners on the basics of estate planning, filling up of questionnaire, etc
Resolving the queries and hand holding
Meeting the business targets set
Co-ordinate and ensure availability of marketing material
Managing sales pipeline, forecast monthly sales and identify new business opportunities

Qualification :

Skills :

Technical Skill
1. Young dynamic candidates looking for a career in building a channel
2. Self-motivated and self-directed
3. Good communication skills
4. Understanding of basic financial terminologies
5. Awareness about the local and global events
6. Working knowledge of MS office

Soft Skill
Good speaking and writing skills, Presentation capability

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Z-1839 | Executive - Estate Planning

Job Preference :

Job Description :

Qualification :

Skills :

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