Job Summary

Dealer :

-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.

-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.

-Procuring the potential clients through networking, database, market analysis and references.

-Generating cross-sell revenue and doing 360 degree financial planning by wealth management.

-Managing and improving relationship values through latest updates & development in market.

-Liaison with operations team to resolve queries and revenue generation.

-Comply with organizational guidelines and norms.

-Identifying, acquiring, developing and maintaining customer relationships

-Maintaining up to date knowledge of competitor activity, products and services.

Responsibilities and Duties

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Required Experience, Skills and Qualifications

Qualification : Inter with min 2 years exp/ Graduate

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Desired Competencies for all the position

Excellent communication skills

Excellent objection handling and conflict management skills

Excellent relationship management skills

Efficient selling skills

Job Type: Full-time