Job Description for Sales Manager

Department: Sales

Skills Required: Insurance, Investment Management, Sales

Mandatory Skills: Experience in financial planning strategy, Insurance, Mutual Funds in Investment Domain. Experience in providing quality financial advice.

Total and Relevant year of experience: 4-6 years’ experience in financial planning strategy, Insurance, Mutual Funds in Investment Domain. Experience in providing quality financial advice.

Qualification: Minimum education, bachelor’s degree in business, finance, or related field (B. Com BBA, MBA, CA Inter etc.).

Salary: 6-7 LPA max

Notice Period: Immediate-15 days max.

Location (WFH/WFO): Bangalore (Work from office)

Interview process (Virtual/ On-Site): 2 Rounds of Face-to-face interviews.

Gender preference: Male

Any other specifications: Experience in the insurance industry.

Company Details:

We are looking for Sales Manager/Sales Executives who can thrive on fast paced atmosphere as we go to next level. Success will be determined by interpersonal skills with an entrepreneurial

attitude towards expanding the client base. The individual must also have sound judgment in

adopting the investment positions agreed to by clients.

Exposure:

1. To private banking clients or retails segment is preferred. 

2. Knowledge of mutual fund, securities, and insurance industries. 

3. Basic computer knowledge like MS word, MS Excel PowerPoint etc. for various tasks.

4.Strong knowledge of the investment business and financial planning concepts

Candidate Profile, Requirements & Responsibilities:

• Building and maintaining your client base.
• Able to create the prospect for new clients.
• Presentable, good communication skills must know English.
• Should be able to communicate with High-Net-Worth Clients.
• Should already have deep knowledge of all the latest financial products in the market.
• Should be able to communicate with clients on their expenses, income, insurance coverage,
• Reviewing client investments and plans on a regular basis.
• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Contacting clients regularly to discover changes in their financial status.
• Maintain and deepen the relations with existing clients and updating the Investment Solutions.
• Maintain proper documentation of investment actions taken on behalf of clients.
• Maintain an up-to-date knowledge of investment products.
• Respond to prospective customer queries about financial planning.

For more details visit our website: Aces Global Consulting Pvt. Ltd.

Interested Candidates can share their resume to nidhiacesglobal@gmail.com