Role- Sales Trainee / Sales Associate Department: Sales

Designation:

Sales Associates = 2 years of Mutual Fund experience

(This is a contractual employment with 'Teamlease')

Reporting to: Manager - Sales

Role & Responsibilities

Report to the Sales Manager in the respective city
Will be covering and servicing bank branches
Manage minimum 6-10 branches of Bank(depending on the size of the city & branch)
Represent Investment Managers for the sale and service of their mutual funds
Maintain and build relationship with customers of the branch
Understand the products, market scenario and suggest investment options based on client profiling
Manage walk-in clients as well as follow up with leads
Ensure adequate branch visibility and display of all POP and marketing material
Track and generate information about competition/activities
Assists in organizing and conducting branch level activities, trainings etc.
Assist Marketing Officer of BOI to complete the KYC
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 & Etiquette, 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

Who can apply: Candidates with 2 years of experience from - Insurance/ Banking/ MutualFunds. Candidates from broking firms or back office jobs need not apply.

Traits Required:

Go Getter Attitude - Hunger to Perform and Grow.
Relationship Guy - Should be able to build and maintain relationships naturally - extroverted, has a habit of meeting new people and build relationships.
Ethical - No Rebating (or passing back commissions to investors) approach, Transparent and Open Client Relationships.
Integrity and Honesty - High Levels of Both.

Salary & Benefits offered:

Incentives (based on targets)
Mobile Reimbursement, Local Conveyance, Internet allowance & Medical Insurance

Gender: No preference

Age: 21 - 30 Years

sales associate.