- 6 months to 2 years of experience.
- BFSI sector experience is mandatory.
- Candidates from CASA, Insurance, Broking, Wealth Management or similar financial sales backgrounds can be considered.
- Field sales experience is mandatory; candidates with only in-office sales experience will not be considered.
- Candidates must be currently based in Surat.
Roles:
- Generate new leads and business through field sales activities.
- Identify and approach prospective clients, particularly HNI and UHNI clients.
- Conduct client meetings and understand their financial/investment requirements.
- Sell Equity Products and generate business through cross-selling of relevant financial products.
- Build and maintain strong relationships with prospective and existing clients.
- Follow up with leads and convert prospects into business.
- Participate in client presentations and explain investment products effectively.
- Achieve assigned sales and business development targets.
- Continuously develop knowledge of equity markets and financial products.
Qualification:
- Bachelor’s degree in any discipline.
- Candidates with a BFSI/Finance background preferred.
- Basic knowledge of the Equity/Stock Market is mandatory.
- Positive communication and presentation skills.
📌 Sales Manager-Financial Services-Surat-6 LPA (India)
🏢 Rishi Jobs
📍 India
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