Lead/Sr Lead - Sales/BD - BFSI

Responsible for client acquisition and managing the overall client relationship

- Responsible for overall performance of the team and goal achievement

- Work closely with clients for creation and implementation of their financial plans

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections.

- Research and investigate new investment opportunities to determine relevance for clients

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Sell financial products such as bonds, mutual funds, and insurance.

- Conduct seminars and workshops on financial planning topics

Note: This is an individual Contributor Job...

Opportunity is with US based client of Global Staffing Partner..

Purely sales job , Candidates from Pure Insurance background Need not apply.

Rest mail your profile to preeti@globalstaffingpartner.com