- Clientele Focus Retail & HNI Customers outside Mumbai
- Goal Acquiring new clients through the leads generated and increasing existing investors investment allocation in Quantum Mutual Fund by building strong investor relationship.
- Initiate and develop rapport with the prospects / clients through phone calls, emails etc. and follow up to sell / up-sell / cross sell the products offered.
- Handling inbound queries and converting the prospect into clients.
- One Point Contact at Quantum for the Customers / Prospects,
- Good Communication Skills in English Spoken and Written Communication skills
- Willingness to learn
- Goal oriented
- Passion to talk and convert lead into a sale
- Knowledge of Mutual Funds
- Should have handled the Financial services
- Good Knowledge of Stock Markets and Mutual Funds
- Knowledge of other major investment options.
- Client Acquisition Skills- Ability to Identify Potential Investors, generate referrals from existing investors
- Advisory Skills-Skills to advise existing investors and prospects on investing and financial goal settings.
Salary: Not Disclosed by Recruiter
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Retail/Personal Banking
Role: Sales Officer
Employment Type: Permanent Job, Full Time