Job Overview
Looking for candidates with at least 3 +years of experience in direct sales of any BFSI product, preferably from broking field. People from life insurance (direct channel) bankin, NBFC ..etc also can be considered for the same.
1) Acquisition of new clients from the open market.
2) Responsible for acquiring 5 new clients with a margin of 1 lak each and increase the wallet share by cross selling of other wealth based products like MF,LI..etc.
3) Conducting activities to generate quality leads for wealth business.
4) Maintain proper MIS, clients records and submit to the SM time to time.
5) Provide proper wealth advisory to the clients post a risk profiling of the clients.
Looking for candidates with at least 2 years of experience in direct sales of any BFSI product, preferably from broking field. People from life insurance (direct channel) bankin, NBFC ..etc also can be considered for the same.