Area Sales Manager - Broking

Job Description

Roles and Responsibilities1. Acquisition of new clients and formulating strategies to increase the client base.2. Dealing with existing clients.3. Preparation and execution of Financial Planning.4. Regular portfolio review of client.5. Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.6. Approaching need based product to the client through Financial Planning.7. Access the portfolio risk according to changing market situation.8. Generating the revenue primarily through core products.Desired Candidate Profile1. Candidate with good communication skills.2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +3. Pleasing Personality4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantagePerks and BenefitsIncentives Monthly + Reimbursements + Rewards & Recognition

Keyskills :
direct salesfixed depositsinsurancenismmutual funds salesclient relationshipsaleslife insurancebancassurancemarketingrelationship managementfinancefinancial planningbankingportfolio managementwealth managementhealth insurancecross selling