Sales Officer

Key Responsibilities

• Relationship Management: Building and maintaining strong, productive relationships with channel partners to drive business.
• Sales Target Achievement: Formulating and implementing sales plans to achieve company targets for the channel.
• Training & Support: Training partners on products, assisting with lead generation, and closing deals.
• Portfolio Management: Advising clients, monitoring investment portfolios, and providing updates.
• Compliance: Ensuring all activities adhere to regulatory and company standards. 

Required Skills & Qualifications

• Experience: 1–5+ years in insurance sales
• Education: Bachelor’s degree in Finance, Accounting, or a related field.
• Skills: Strong communication, negotiation, and analytical skills.
• Knowledge: Sound understanding of financial products, equity markets, and regulatory compliance. 

Common Job Titles

• Sales Manager – Broking Channel
• Branch Dealer
• Relationship Manager
• Assistant/Deputy Manager