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Retail- Independent Financial Advisor

3.00 to 6.00 Years   Pune   24 Aug, 2023
Prov HR Solutions Private Limited
Job LocationPune
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT Services & Consulting
Functional AreaFinance / Accounts / Tax
EmploymentTypeFull-time

Job Description

    • Responsible for Sales for set of IFA& mapped to him.
    • Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling
    • Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brouchers), mailers, group meetings with distributor RM/clients of distributors
    • Should be completely updated on the various products and markets situation and scenario
    • Responsible for Distributor Servicing for the assigned distributors
    • Should be sensitive to their needs in terms of Product Updates,Query resolution and ensure proper follow up etc.
    • Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business
    • Should be able to close the sales call by working closely with more experienced sales representative in case of need required
    • Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market
    • Create awareness && for building brand by organizing events, conferences, product sessions for distributors for top-of-the-mind recall
    • Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis
    • Soft skills training in terms of Communication, Motivation etc. for distributors specially for smaller / one man location
    Location Pune - JM road Shivajinagar

Keyskills :
marketingsalesfinancial services

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