Sales Manager -Banking Sector
Updated: May 22, 2024 05:07 AM GMT
Xperteez Technology
Siliguri, West BengalJob Role: Sale of Mutual Funds/ Insurance products/ Loan & Mortgage
Grade: B4
Salary: INR 4,00,000 - 7,00,000 per annum
Experience: Minimum 1 year of sales experience
Location: Siliguri
Job Objective:
As a Financial Consultant in our Wealth Vertical, your primary goal is to attract new clients and nurture existing relationships by offering personalized financial planning solutions tailored to their risk preferences and financial objectives. Meeting revenue targets for the branch is essential to your role.
Primary Responsibilities:
Client Acquisition and Engagement:
• Proactively reach out to potential clients on a daily basis to understand their financial needs.
• Present customized solutions and recommend suitable investment options based on client goals.
• Maintain regular follow-ups with leads, sharing relevant information through broadcasts and articles.
• Expand client base through effective networking and referrals.
• Conduct regular reviews of client portfolios... More Detail
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