Lead Generation :Identify and onboard potential clients through cold calling, references, and market outreach.Networking :Build and leverage a strong referral network to generate new business.Client Meetings :Conduct online / offline meetings to understand client needs and recommend suitable investment products and schemes.Client Advisory :Offer tailored financial solutions that align with client goals and maximize returns.Retention & Growth :Ensure consistent client engagement, annual client acquisition targets, and relationship management.Professional Development :Stay updated on market trends by attending workshops, reviewing industry publications, and engaging with professional communities.Fieldwork :Actively participate in on-ground sales activities and client interactions.Experience :
Preferred : Mutual Fund Distribution, RM with Banks, Corporate Agency Sales, Wealth Management, insurance RMs, brokers or sub-broker working individually with insurance companies,
- Minimum : 2-5 years in financial product sales / distribution
Skills Required :
- Strong market network and prospecting skills, tech savvy, and a people person.
- Excellent communication, interpersonal, and negotiation skills.
- Self-driven, target-oriented, hard-worker, and team player.
Certifications : NISM VA, Insurance IC 38 or POS, willingness to complete upon joining
Incentives & Growth
- Attractive performance-based incentives.
- Career growth opportunities in a leading distribution organization.
- Regular training and development and exposure like never before.
Key Skills : - Mutual Fund
- Sales
- Business Development
- Client Relationship
- Customer Relationship
Skills Required
Lead Generation, Mutual Fund, Sales, Business Development, Client Relationship, Customer Relationship