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.
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 mut...
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.
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