Kalyan West, Mumbai, Maharashtra
Delhi NCR, Bangalore, Mumbai, Pune, Thane, Navi Mumbai, Chennai, Hyderabad
Job Description:
Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.
Increase client database by meeting new clients and taking references from the existing ones and hence build
AUM.
Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
Achieve financial goals of the clients through various product line.
Update and cross sell products to existing clients and update them about the primary and secondary market
trends.
Update self-regarding all schemes, products and solutions by regularly attending trainings.
Share regular communications with client regarding information, research and material of the organization.��
Conduct regular marketing activities with the regional marketing and product team by showcasing our
products and features and generate leads.
Knowledge:
Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance,
fixed income, mutual funds, etc
Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and
assist them to achieve their financial goals
Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge
of competitors, must provide sound and reliable advice to clients
Skills:
Social/Interpersonal Skills: have excellent socializing and relation building skills.
Communication Skills: have excellent communicating and listening skills, ability to explain complex information
clearly and in a simplified manner.
Should be a confident individual and must conduct and present themselves well in front of client
Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong
logical and numerical ability
Work to achieve targets: Has ability to deal with stress and follow proced
Experience | 3 - 9 Years |
Salary | 10 Lac To 20 Lac P.A. |
Industry | Sales & Marketing / Business Development / Telecaller |
Qualification | Professional Degree, Other Bachelor Degree, B.Com, M.B.A/PGDM, M.Com, I.C.W.A |
Key Skills | Relationship Manager Priority Banking Investment Manager Wealth Manager Relationship Manager Wealth Wealth Advisor Financial Planning Manager walk in |
About Company
Company Name | ABS INTERNATIONAL |
About Company | ABS INTERNATIONAL is an executive search firm dedicated to serving recruitment of well-known, respected clients seeking top talent in a variety of industries and levels. We are Mumbai( Kalyan) based consultancy catering to recruitment and manpower needs of corporate across the globe. To provide best quality from talent pool to the employers, and help to place the right candidate at right time, we provide search at all the levels senior, Middle and Entry level positions. We are a committed team of experts who offer HR Consulting and distinctive recruitment solutions to assist our clients in achieving greater success and effectiveness. We actively collaborate with customers as part of our approach so that we can fully comprehend each person's unique needs. In India, we provide hire-to-exit services to businesses and startups. |
Contact Person | Kamalakar |
Mobile | 8108313813 |
Email ID | contact@absinternational.co.in |
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