Sales Trainee / Sales Associate
Department: Sales
Designation: - Sales Associates 2 years of Mutual Fund experience
Reporting to: Manager - Sales
Role & Responsibilities
o Report to the Sales Manager in the respective city
o Will be covering and servicing branches
o Manage minimum 6-10 branches of (depending on the size of the city & branch)
o Represent 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 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.
Industry: Insurance/ Banking/ Mutual Funds