Sales Manager - Financial Services

Role & responsibilities

1. Acquire quality clients through networking, database, market intelligence and references from existing clients.

2. Demat Selling Cross selling of products like SIP, Mutual Fund, Equity, Insurance, PMS, AIF

3. Generate Cross Sell revenue through Financial Planning.

4. Conduct activities for Client Acquisition and Financial Planning.

5. Selling Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.

Preferred candidate profile

1. Proven experience in achieving sales targets for demat accounts and mutual funds

2. Proactive sales approach to acquire new clients while cross selling products to existing clients.

3. Ability to plan and execute sales strategies to maximize revenue from multiple products.

Prior experience in handling HNI clients

Perks and benefits

Substantial Incentive linked with performance