Sales Manager -Banking Sector

Updated: May 22, 2024 05:07 AM GMT

Xperteez Technology

Siliguri, West Bengal

Job Role: Sale of Mutual Funds/ Insurance products/ Loan & Mortgage

Grade: B4

Salary: INR 4,00,000 - 7,00,000 per annum

Experience: Minimum 1 year of sales experience

Location: Siliguri

Job Objective:

As a Financial Consultant in our Wealth Vertical, your primary goal is to attract new clients and nurture existing relationships by offering personalized financial planning solutions tailored to their risk preferences and financial objectives. Meeting revenue targets for the branch is essential to your role.

Primary Responsibilities:

Client Acquisition and Engagement:
• Proactively reach out to potential clients on a daily basis to understand their financial needs.
• Present customized solutions and recommend suitable investment options based on client goals.
• Maintain regular follow-ups with leads, sharing relevant information through broadcasts and articles.
• Expand client base through effective networking and referrals.
• Conduct regular reviews of client portfolios... More Detail