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We are Looking For Investment Sales Associate
Location: Changanacherry Kottayam K K road Pala Pathanamthitta Thiruvalla
Experience: Minimum 6 Months in Sales Marketing or Banking or Fresher with a passion for sales
Job Description:
We are looking for a dedicated and motivated Financial Consultant to join our team. The ideal candidate should have a minimum of 1 year of experience in sales marketing BPO or banking and possess a bachelors degree. As a Financial Consultant you will play a crucial role in new client acquisition and crossselling financial products.
*Responsibilities:*
Identify and Approach Potential Clients: Proactively identify and approach potential clients to expand the customer base.
Understand Clients Financial Goals: Engage with clients to understand their financial goals and aspirations. Provide personalized strategies to help them achieve their financial objectives.
Market Analysis and Financial Advice: Analyze market trends and various financial indicators to provide sound financial advice to clients.
Client Relationship Management: Build and maintain strong relationships with clients. Ensure their financial objectives are met and provide continuous support as needed.
Sales Goal Achievement: Meet or exceed established sales goals for the assigned market. Tailor solutions to meet individual client needs while adhering to pertinent policies and regulations.
Travel requirement::Up to 70% travel
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