Investment Sales Consultant

Location

Secunderabad | India

Job description

Company Description

Waytogo Consulting is an organization that provides recruitment solutions, executive search, selection and specialist staffing, training, consulting, and outsourcing in the banking, insurance, financial services, telecom, and manufacturing domains. The company is managed by professionals with more than 30 years of industry experience in the banking and financial services industry. In a short period of time, the company has expanded rapidly and has garnered a substantial market share in the hiring space for the financial services industry. Presently, Waytogo Consulting has offices in Kolkata, Goa, and Pune, and will soon be opening its office in Delhi.

Role Description

Waytogo Consulting is seeking a Full-Time Investment Sales Consultant for on-site work located in Hyderabad, India. The Investment Sales Consultant will be responsible for providing sound financial advice, developing investment strategies, and cultivating relationships with clients.

• Responsible for Sales for the assigned Banks,
• Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling
• Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Broachers), mailers, group meetings with distributor RM/clients of distributors
• Responsible for providing best in class service for the assigned distributors
• Should be sensitive to their needs in terms of Product Updates, Query resolution and ensure proper follow up etc.
• Take steps for development of long - term relationship/association with the key/potential distributors in order to generate repetitive business
• Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market
• Create brand awareness by organizing events, conferences, product sessions for distributors for top-of-the-mind recall
• Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis

Qualifications

• Financial Planning and Investments skills
• Experience in creating investment strategies
• Background in Finance
• Strong customer service skills
• Excellent written and verbal communication skills
• Ability to build and maintain strong relationships with clients on a regular basis
• A Bachelor's degree or equivalent in Finance, Economics, Business Administration or related fields
• Experience in the financial services industry is a plus

Job tags

Salary