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

• 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