Job Title: Territory Sales Leader- Financial Products
Reporting To: Director -Sales
Qualification- Graduate in any Discipline
Eligibility Criteria:
- Candidate should have good command on English communication. Experience in Banking & Financial sector will be an added advantage.
- Candidate with NISM Certification will be preferred. In case candidate doesn’t have the certification then the company will provide NISM training and certification.
Job Description:
- She/he will be responsible for selling financial products to the clients’ like Life, Heath, Motor Insurance and Mutual Funds.
- She/he will be responsible for thinking innovative ways to generate leads and pitch investment products to clients by doing risk profiling and filling suitability form.
- She/he will be responsible for following the processes defined by the Company to assist clients in filling forms and completing buying process smoothly.
- Conducting market research to identify selling possibilities and evaluate customer needs.
- Actively seeking out new sales opportunities through calling, networking and social media.
- Setting up meetings with potential clients and selling Insurance & Mutual Funds through appropriate presentations on products and services
- To Participate on behalf of the company in exhibitions and conferences.
- To Negotiate/close deals and handle complaints/objections.