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Sales Manager/Wealth Manager - Sales - BFSI (4-7 Yrs) Cochin/Kochi (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
URGENT POSITION :BONANZA PORTFOLIO LIMITED, a leading financial services firm is looking to hire for a Sales Manager/ Wealth Manager - B2B and B2C Sales for their Office at Kochi, Kerala.Company Website: www.bonanzaonline.com Job Description: Job Title: Sales Manager/ Wealth Manager - B2B and B2C SalesRole & Responsibilities: - Design goal-based investment strategy plans.
-Execute Financial Planning for clients and responsible for final sales.
-Review/ Research and Recommend Financial products.
-Implementation of Client Financial Plans and rebalancing strategies.
-Emailing clients on a weekly basis and curating content for emails.
-Calling clients from leads and nurturing them by calling.
-Sales of all Financial products will have to be undertaken - Cross-selling of all products will be involved- Need to maintain relations with his clients and with the team members. Qualification Graduate/Post Graduate (Graduation is mandatory and Post Graduate will be preferable) Experience - Complete 3- 7 years of varied experience in different financial product sales in the BFSI industry is desired.- Candidates having good experience (complete 3-8 years) in Sales of particular financial product like Mutual Funds or say Insurance or any other fin. products, then they are also welcome to apply.Key Skills - Sales - Sales Strategy and Execution - B2B Sales - B2c Sales - Wealth Management - Portfolio Management - Results focussed and Results Oriented - Must be smart, fast-paced, dynamic, self- starter, self- motivated, proactive and have analytical skills.
-Should have excellent communication skills - Spoken and Written English, local language (Malayalam) and some HindiSalary/ CTC on offer Based on current hike, profile fitment - hardcore B2B and B2C sales and strength of experience. Perks and benefitsPerformance Bonus and growth opportunitiesCompany details: Company website: https://bonanzaonline.com/ Office Address: Kochi Office Industry: Financial Services Employment Type: Full Time, Permanent Year of start of Operations: 1994 (completed 30 years in business) Employee strength: 1500 and -growing Company offices in 18 states in India (pan-india presence) (ref:updazz.com)

Payroll Type : Permanent
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