Sales Associate

Department: Sales

Designation: Sales Associates

Reporting to: Manager - Sales

Role & Responsibilities

• Report to the Organization IM Sales Manager in the respective city
• Will be covering and servicing Organization branches
• Manage minimum 6-10 branches of Organization (depending on the size of the city & branch)
• Represent Organization IM Investment Managers for the sale and service of Organization IM mutual funds
• Maintain and build relationship with customers of the branch
• Understand the products, market scenario and suggest investment options based on client profiling
• Manage walk-in clients as well as follow up with leads
• Ensure adequate branch visibility and display of all POP and marketing material
• Track and generate information about competition/activities
• Assists in organizing and conducting branch level activities, trainings etc.
• Assist Marketing Officer of Organization to complete the KYC
• Provide insights about the clientele of the branch to determine business potential

Qualification & Skillsets:

- Minimum qualification - Graduate (any stream)

- NISM Certification mandatory

- Good Spoken & written English.

- Good Mannerism & Etiquettes, Presentable

- Understanding of the local language (E.g.: Maharashtra Marathi, Karnataka Kannada; etc.)

- Better if has a private transport

- Portraits Selling Skills Skills to convert prospects to clients by closing initial sale and getting ongoing sales.

Industry: Insurance/ Banking/ Mutual Funds

Who can apply: Candidates with 2 years of experience from Insurance/ Banking/ MutualFunds. Candidates from broking firms or back office jobs need not apply.

Traits Required:

- Go Getter Attitude Hunger to Perform and Grow.

- Relationship Guy - Should be able to build and maintain relationships naturally extroverted, has a habit of

meeting new people and build relationships.

- Ethical - No Rebating (or passing back commissions to investors) approach, Transparent and Open Client

Relationships.

- Integrity and Honesty – High Levels of Both.

Salary & Benefits offered:

- INR. You can discuss in interview part

- Incentives (based on targets)

- Mobile Reimbursement, Local Conveyance, Internet allowance & Medical Insurance

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