Job Description of Investment RM: 1. Procuring the potential clients through networking, database, market analysis and reference. 2. Achieving the Sales target assigned. 3. Develop and manage the scheme/fund selection model. 4. Product due diligence to understand the qualitative aspects of the products. 5. Cross sell products and services to both new as well as existing customers as per their lifestyle, risk profiling and requirements. 6. Financial goal setting, planning, preparing and reviewing investment proposals for the clients. 7. Ensuring highest level of customer service to the customer acquired. 8. Assure adherence to the guidelines set by the organisation. 9. In depth knowledge about the financial products offered and frequent updation of the latest trends. Desired Candidate Profile: Age : Minimum 23 Years and Maximum 30 Years Experience: Minimum 2 years plus in Financial Service sector or MBA/PGDM freshers Minimum 60% marks in all qualifying exams. Education: Graduate. MBA/PGDM preferred. Salary Bracket: 2.5L p.a to 7L p.a If you are interested please forward your cv to hidden_email Contact : hidden_mobileEmployement Category:Employement Type: Full timeIndustry: Banking / Financial Services Role Category: Investment Banking / M&ASecurities Trading Functional Area: Not ApplicableRole/Responsibilies: Urgent | Requirement for leading forContact Details:Company: Umind ConsultingLocation(s): Multi-City, India
Keyskills:
insurance sales
client acquisition
open market
mutual fund sales