Financial Advisor

Job Description

To grow business for Loan against securities, via Channel partner acquisition, up sell and repeat sales. Role & Responsibilities: To achieve monthly LAS sales targets through Partner channel Leads Conversion and selfsourcing. To generate and convert leads generated through referrals. To increase market share and source new clients via Outbound calls and meetings. To maintain all Sales MIS diligently and timely. To plan and execute all sales and marketing activities to develop LAS business. To build strong relationships with all existing clients by providing prompt service. To effectively introduce all products and services of the company to all clients and prospects and identify and convert cross sell opportunities. Desired Skills and Experience: Sales experience in Mutual Funds/Equity/Life Insurance policies/LAS/Investment broking and distribution companies. Good understanding of the Loan process, including digital lending process. knowledge about Loan Against Securities and familiar with other loan products like LAP, HL, etc. Educational Qualification and Experience Requirement: Graduate or Postgraduate in Sales & Marketing / BFSI / Investment Management / Life insurance/ Others.

Keyskills :
investment advisorynismfinancial planningirda certifiedfinancial advisoryloan against shares