Sr Sales Role - BFSI/Wealth Mgmt

100+ year Old: World's Largest Financial Services looking at Sales Professionals!

We have excellent opening with one of our client which has more than 116 years of history providing financial solutions.

Role: Senior Sales Professionals from Financial sector (Banking/Non- Banking)

Key Responsibilities:

We are looking for individual contributor who has good experience in wealth management and client acquisition and revenue generation

- 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, & 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

Qualifications

- CA/ CFP/ MBA with 7-18 years experience in financial services industry

- A deep understanding of the financial advisory business process

- Proven people, business and project leadership & negotiation experience

- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, & creativity, and excellent communication, relationship & organizational skills

- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.

Location:Bangalore

Candidates interested for this oppourtunity send your resume at jenny@mounttalent.com

Jenny Dathu
Mount Talent Consulting, India, APAC & EMEA
Mount Technology Consulting Inc., USA
jenny@mounttalent.com| Cell: +91- 9311966611
Website:www.mountalent.com