Description
Job Summary
To generate income in line with the set target of the company
To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.
Responsibilities
Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
Develop new sales/marketing strategies to attract new.
Facilitate cluster presentations and develop apposite marketing pitch(es)
Facilitate conversion of prospects both from cluster presentations and otherwise.
Manage and develop a good relationship with existing clients and generate a network of referrals
Generate market intelligence for consistent improvement of new/existing products.
Generate weekly/monthly reports on the progress of the conversion.
Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
Achieve
nil record
of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
Any other assignment as may be assigned by your supervisor
Requirements
Bachelor’s Degree or
it's
equivalent
Work Experience:
3-6 years experience in Financial services (preferably not in banking)
Any sales experience (other than financial services) but with a first degree in Economics
Good Presentation skills
Proficiency in usage of Microsoft Office tools
Leadership skills
Proactive decision-maker
Self-starter
Sound ethics and integrity.
Flair for business development & strategic thinking
Flair for Client Experience Management
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