Sales Associate
Department: Sales
Designation: - Sales Associates 2 years of Mutual Fund experience
Reporting to: Manager - Sales
Role & Responsibilities
o Report to the BOI IM Sales Manager in the respective city
o Will be covering and servicing BOI branches o Manage minimum 6-10 branches of Bank of India (depending on the size of the city & branch)
o Represent BOI IM Investment Managers for the sale and service of BOI IM mutual funds
o Maintain and build relationship with customers of the branch o Understand the products market scenario and suggest investment options based on client profiling o Manage walk-in clients as well as follow up with leads
o Ensure adequate branch visibility and display of all POP and marketing material
o Track and generate information about competition/activities o Assists in organizing and conducting branch level activities trainings etc.
o Assist Marketing Officer of BOI to complete the KYC o Provide insights about the clientele of the branch to determine business potential
Qualification & Skillsets:
-
Minimum qualification - Graduate (any stream)
- NISM Certification mandatory
- Good Spoken & written English.
- Good Mannerism & Etiquettes Presentable
- Understanding of the local language (E.g.: Maharashtra Marathi Karnataka Kannada; etc.)
- Better if has a private transport -
Portraits Selling Skills Skills to convert prospects to clients by closing initial sale and getting ongoing sales.