- Dear Candidate,
Graduate / MBA
Mandatory AMFI Certification / Insurance certification preferred.
Sales experience of 3 – 5 years
Experience in Investment firms, brokerage, Insurance companies, Banks and should have necessarily sold Mutual Funds/Insurance in his last assignment.
Need to be in Relationship Management/Direct Sales role presently & catering to NR Customers (in case of NR RMs)
Alternatively, sales experience in allied industries involving relationship management like hotels, high end time-share, large developers
Ability to communicate in English and Vernacular effectively and express ones viewpoint clearly
Good networking skills – ability to start relationships and build rapport.
Good analytical skills at an elementary level
Ability to understand & sell a variety of products.
Good follow up skills. Should be able organize own time effectively and structure own activities
Is able to persuade others to one own point of view and present the key benefits persuasively.
Is able to remain calm and composed in adverse situations and answer customer objections convincingly and professionally.
As a person he / she
– Has an entrepreneurial orientation
– Likes working on his own and does not aspire to manage people.
– Has a strong desire to be in control of his own destiny & does not want to depend on other people
– Extrovert & affable in nature.
Likes interacting and dealing with people / customers.
As Per Branch Category
Key Role & Responsibilities:
Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
Implements client engagement programs with a view to ensure top of mind recall for clients in his/her portfolio.
Easily establish relationship with customers and build a rapport.
Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable with the Bank.
Is able to instil confidence in the customer on providing financial advice related to investments, insurance, simple bankingtransactions.
Maintances highest order of honesty, transparency and integrity in all his actions.
Reports to : Branch Manager / RM Head (at RM Head locations)
Salary:4,00,000 – 7,50,000 P.A
Role Category:Retail Sales
Role:Sales/Business Development Manager
Desired Candidate Profile
UG:Any Graduate – Any Specialization, Graduation Not Required
PG:Any Postgraduate – Any Specialization, Post Graduation Not Required
Doctorate:Any Doctorate – Any Specialization, Doctorate Not Required
- Please refer to the Job description above