Nand Imperial Consulting Pvt Ltd.

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Job openings for sales officer in gurgaon

Sales Officer (mutual Funds)- Gurgaon


• Acquiring and managing business (HNI and ultra HNI).
• Increasing the investment AUM portfolio size.
• Ensuring adherence to compliance processes and guidelines.
• Advice clients on their product requirement to maximize their investments.
• Develop new client relations through references.
• Generate the cross selling business from existing clients by cross selling other products (Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund).
• Maintain and develop client relationships and periodic visit to existing clients.
• Manage and track the leads and maintain DSR on regular basis.
• Profiling Customers and provide financial products to meet customer needs.
• Ensuring the highest levels of service to the High Net Worth customers.
• Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.

Experience 0 - 2 Years
Salary 2 Lac To 4 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / stock market / Loan
Qualification M.B.A/PGDM
Key Skills sales marketing business development Mutual Funds Communication Advising Calling

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