Sales Professional - Sales Support - Financial Services

Our client, a leading name in Indian financial market, is seeking a Sales Processional (Sales Support )

Role : Sales Professional (Sales Support )

Products : Insurance/ Mutual Funds/ Equities

Experience : 1 to 5 yrs

Company : A leading Indian Financial services Firm.

Location : Mumbai

Responsibilities:

- To assist the lead sales person in servicing Corporate clients, fixing meetings and coordinating roadshows.

- Handing all the sales support activities for Institutional/ Corporate Clients.

- Interfacing with clients for understanding their requirements & identifying profitable trades and stock ideas.

- Cultivating relations with them for customer retention and securing repeat business.

- Engage for top up in funds and proactively educate clients on product offerings and services.

- Generate references to appropriate specialists to fulfill customers needs and goals.

- Generate client's interest in diversifying their portfolio.

- Handle advisor needs proactively.

- Attend client meetings with leads given by other teams and help in closure of the deals.

Rasika
Curve HR