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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | ecruitment Services |
| Functional Area | Sales / BD |
| EmploymentType | Full-time |
Job Details : Graduate / Post graduate of Sales in direct selling of financial products from any financial services industry.To prospect, acquire and retain clientsResponsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side.To achieve budgeted targets in terms of number of clients/volume of business & assets.To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client portfoliosTo contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessmentTo provide various investment performance reports and summaries to the clientsEnsure profitability of the portfolio: Generate high Income per Customer
Keyskills :
CommunicationskillsalesskillsmarketingskillsProductknowledge