Mumbai
Full-Time
Mid-Level (4 to 6 years)
1L - 8L (Per Year)

About the Job

Skills

A Financial Services Corporate with PAN India presence... specializing in Mutual Funds Distribution and Insurance Broking is hiring for B2b Sales for Its Andhri Branch, Mumbai


Key Accountabilities / Responsibilities:

• Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.

• Explaining MF Business opportunities and earnings to interested leads.

• Providing training to IFAs for Business Development.

• Preparing business plans and strategies to develop the business of IFA.

• Planning different activities to explore better business opportunities and new developments.

• Establishing strong relationships and communication with distributors

• Providing 360-degree Financial Assessment

• Formulating strategies for expanding

• Maintaining long-term relationships with existing/new clients

• Penetration of Wealth Management or other investment product on client’s portfolio.

• Develop and maintain long term relationship with the new as well as existing customers.

• Provide good quality customers Confident & Self-motivated.

About the company

Moneylicious Investments and Consulting Services Private Limited is a Corporate Consulting Services Firm facilitating recruitments for Financial Services, IT, Fintechs, and Startups.

Industry

Consulting Services

Company Size

10 -15 Employees

Headquarter

Mumbai

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