- Last updated:
- 17/05/2013
- Job type:
- Full time
- Position type:
- Permanent
- Vacancies:
- 1
- Minimum experience:
- Less than one year
- Minimum education:
- Compulsory Education
- Category:
- Jobs in Sales / Business Development
Job Description
1. Acquisition of new clients and formulating strategies to increase the client base
2. Dealing with existing clients
3. Preparation and execution of financial planning
4. Regular portfolio review of client
5. Providing advisory services into various instruments like insurance(life&non life), Mutual Funds, PMS, Bond, Equity, Real Estate, Gold(ETF), & FMP.
6. Approaching need based product to the client through financial planning
7. Access the portfolio risk according to changing market situation
8. Generating the revenue primarily through liability products
Requirements
*Should be of Pleasing Personality.*Should have Good written and verbal communication skills.
*Should Posses Strong Relationship Building.
*Should have zeal to get more sales and earn huge incentives.
*Similar industry candidate will be given preference.
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