Job Description:

Job Title Investment Advisor
Department Mutual Fund Location Nagpur
Position reporting to Vice President CTC Range
Essential Desirable

AMFI Certified
Post Graduate
Type of Experience
Min 3-4 years of experience in Investment Sales

Skill Set
Good Communication Verbal & Non-Verbal
Self Motivated
Excellent market knowledge equities, debt and others

People Management
Pleasing Personality
Meticulous Planner
Job Profile in details

1 To be responsible for the Investment business
2 Responsible for championing the Cross Sell of Investment products
3 Ensure that atleast 60% of the new customers are cross sold investments products, by the end of the 6th month of his joining
4 Ensure that atleast 70% of the sales team gets active, month on month, by the end of the 6th month of his joining
5 Maintain excellent working relationship with the sales team, Team Leaders, Branch Managers and Cluster Heads
6 Have the ability t o self source business and not depend completely on leads
7 Must be absolutely comfortable in handling and interacting with HNI customers

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate in Any Specialization
Industry : Courier / Transportation / Freight / Warehousing
Functional Area : Financial Services, Banking, Investments, Insurance,
Role : #Sales Executive/Investment Advisor
Salary : Not Disclosed
Deadline : 15th Apr 2020

Key Skills:

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