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MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Hot0 days ago
B2B Sales - Mutual Funds , Insurance and Fixed Income
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
3 to 7 Yrs
- Regular
- Job Details
Job Details
- A Wealth Advisory Firm with 25 branches on PAN India Basis ,is looking for B2B Sales -Individuals and Team Leaders for Mumbai and Pune locations
Experience in Mutual Funds -Sales mandatory
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 clients portfolio.
Develop and maintain long term relationship with the new as well as existing customers.
Provide good quality customers Confident & Self-motivated.,
Other Details
- Industry BFSI
- Recruiter Details MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
- Job Tags b2b sales, fixed income, mutual funds, sales
- Job Type Full time
Key Skills
Recruiter Details
- MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
- All India
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Company Details
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
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