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Loyalty Sales Advisor

Full-time

Randstad India

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.
Vacancy posted a month ago
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