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Opportunity for Estate Planning Channel Executive.

0.00 to 4.00 Years   Mumbai City   24 Mar, 2023
SANKALP PLACEMENTS INDIA LLP
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 1.0 - 2.5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaProperty ManagementReal Estate Consultant / Agent
EmploymentTypeFull-time

Job Description

    A Reputed WealthManagementCompany based out of Andheri Mumbai offers a Position of Estate Planning Channel Executive.About the Company:This Company is a multi-family office, successfully advising ultra HNI clients for the past 10 years. They are considered among the top wealthmanagementfirms in India. Their expertise includes WealthManagement, Estate Planning, Investment Banking and Taxation. Unlike many other firms, they have in-house experts in all these areas, supported by product team, research desk, mid-office team, and operations staff backed by technological setup that provides us an unmatched ability to fulfill our clients requirements.Location: AndheriExperience: Minimum 0- 1Yr.No. of Positions: 2Job Profile:
    • Requires high quality selling and communication skill.
    • Understanding about estate planning, wills, and different financial products.
    • Making a pitch on Estate planning and building up a team of channelpartners.
    • Develop sales plans and making calls daily to ensure effective conversion.
    • Educating the channelpartnerson the basics of estate planning, filling up of questionnaire, etc.
    • Resolving the queries and hand holding.
    • Meeting the business targets set.
    • Co-ordinate and ensure availability of marketing material.
    • Managingsales pipeline, forecast monthly sales and identify new business opportunities.
    Technical Skills:
    1. Young dynamic candidates looking for a career in building a channel
    2. Self-motivated and self-directed.
    3. Good communication skills.
    4. Understanding of basic financial terminologies.
    5. Awareness about the local and global events.
    6. Working knowledge of MS office.
    Soft Skills:
    • Good speaking and writing skills.
    • Presentation capability
    Qualifications:
    • Graduate / Postgraduate inmanagement
    • Candidate with 0-1 + years in sales or business development role
    If the above-mentioned profile Suits, your requirement then please send us your CV with the Following Details
    1. Experience:
    2. Industry Exposure:
    3. Current CTC:
    4. Expected CTC:
    5. Notice Period:
    6. Residence:
    topayal.sankalp@gmail.comor +91 hidden_mobile you may refer this position to a friend or a colleague who may be interestedRegardsTEAM SANKALP

Keyskills :
estate planningreal estate sales

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