Designation:
Sales Associates = 2 years of Mutual Fund experience
(This is a contractual employment with 'Teamlease')
Reporting to: Manager - Sales
Role & Responsibilities
- Report to the Sales Manager in the respective city
- Will be covering and servicing bank branches
- Manage minimum 6-10 branches of Bank(depending on the size of the city & branch)
- Represent Investment Managers for the sale and service of their mutual funds
- Maintain and build relationship with customers of the branch
- Understand the products, market scenario and suggest investment options based on client profiling
- Manage walk-in clients as well as follow up with leads
- Ensure adequate branch visibility and display of all POP and marketing material
- Track and generate information about competition/activities
- Assists in organizing and conducting branch level activities, trainings etc.
- Assist Marketing Officer of BOI to complete the KYC
- Provide insights about the clientele of the branch to determine business potential
Qualification & Skillsets:
- Minimum qualification - Graduate (any stream)
- NISM Certification mandatory
- Good Spoken & written English.
- Good Mannerism & Etiquette, Presentable
- Understanding of the local language (E.g.: Maharashtra - Marathi, Karnataka - Kannada, etc.)
- Better if has a private transport
- Portraits' Selling Skills - Skills to convert prospects to clients by closing initial sale and getting ongoing sales.
Industry: Insurance/ Banking/ Mutual Funds
Who can apply: Candidates with 2 years of experience from - Insurance/ Banking/ MutualFunds. Candidates from broking firms or back office jobs need not apply.
Traits Required:
- Go Getter Attitude - Hunger to Perform and Grow.
- Relationship Guy - Should be able to build and maintain relationships naturally - extroverted, has a habit of meeting new people and build relationships.
- Ethical - No Rebating (or passing back commissions to investors) approach, Transparent and Open Client Relationships.
- Integrity and Honesty - High Levels of Both.
Salary & Benefits offered:
- Incentives (based on targets)
- Mobile Reimbursement, Local Conveyance, Internet allowance & Medical Insurance
Gender: No preference
Age: 21 - 30 Years
