Insurance Agent / Advisor
BFSI, Investments & Trading
Salary Per Year:
INR 500,000 To 550,000
MBA/PGDM (Any Specialization)
2 to 7 Years
23 November 2021
Servicing franchisee & existing PMS clients.
Build a good rapport with them by providing market information & current portfolio status.
Cross selling of Equity, Mutual Fund & PMS products.
Having strong analytical & communication skills.
Ability to learn and be updated in line with the capital markets & current affairs.
Daily update the work to the reporting manager by EOD
Achieving desired sales targets
Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge.
Having experience of handling HNI Client Acquisitions and Relationship Management & service.
Desired Candidate Profile
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and expectations with respect to the market.
Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and expression
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working