Senior Investment Advisor/Group Team Leader - Mutual Fund

About the Company:

It is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves in being a trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.

Location: Ahmedabad

Job Description:

• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

• Responsible for managing HNI clients and acquiring new customers

• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios

Requirements:

• Graduate + MBAs from premier institutes

• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup

• Should be an aggressive, result-oriented & self-motivated professional

• Should have experience in handling HNI Client Acquisitions and Relationship Management & service

• Ability to engage clients in meaningful conversations about their finance

• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile

• Strong interpersonal skills with an ability to generate trust and confidence in clients

• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently

Job description : (International Voice Process-US Region)

- Kindly go through the job description properly.

- It's a Work From Office (Salt lake Sector 5, Kolkata)

Time : 9PM-6AM (night shift) -it's a fixed shift

Workdays : Monday to Friday (only month's last Saturday is working, rest all are off)

Job description :

- Hiring Male Candidates for International Voice Process - Telecalling (Nightshift) IGLOBAL IMPACT ITES PVT. LTD. is hiring male candidates having experience in International Outbound Process for Kolkata location (US Shift).

Job Responsibilities :

- International Calling experience.

- Quick and attentive speaking with the clients.

- Convincing skills/International Sales skills.

- Transfer call to the supervisor after initial explanation.

- Achieving the monthly given targets.

- Customer Interaction

- Maintain fruitful relationships with clients and address their needs effectively.

Skills Required :

- Excellent Communication Skills in English

- Both Graduate/Undergraduate may apply.

- Should have experience in International Voice process & International Sales

- Exceptional Knowledge in Sales

- An enthusiastic and ambitious team player with an eye for detail and commitment

- Good planning and teamwork skills.

- Candidates who have experience in International BPO in outbound process are eligible.

Job Type: Full-time

Schedule:

• Fixed shift
• Monday to Friday
• Night shift
• US shift

Supplemental pay types:

• Performance bonus

Ability to commute/relocate:

• North 24 Parganas, West Bengal: Reliably commute or planning to relocate before starting work (Required)

• Higher Secondary(12th Pass) (Preferred)

Responsibilities

• Identify new sales opportunities and handle inbound calls to follow up
• Make cold calls and emails to explore sales opportunities
• Achieve quarterly milestones and close sales
• Regularly study accounts and identify important players
• Collaborate with digital marketing/ other teammates and to work towards closing deals
• Maintain a detailed database with all information on the prospects
• Provide product demos and participate in events, etc.

Requirements

• Prior experience as an Inside Sales Representative in B2B/B2C space
• Should have done a similar role in the past with a Software company, with at least 1+ years’
• experience in Technology/ SaaS product Sales
• Strong sense of communication in English is mandatory and phone skills
• Preferably an MBA or an Engineer (not a must though)
• Great sales acumen with excellent communication and presentation skills
• Go-getter, or a self-motivated person
• B2B / B2C outbound cold calling experience is an added advantage, preferably in APJ and Middle East market

Counsell potential Students over a call to inform them about a product and help them in making better career decisions.

● Answer questions about our products or the company.

● Sale as per requirement from the students.

● Maintain Sales Report and update in the CRM time to time.

Job Requirements

● 6 months - 2 years of work experience in sales/business development/voice process.

● Excellent interpersonal and communication skills.

● Strong negotiation skills with a proven ability to seek, create, negotiate, and close a deal.

● Solution-oriented with effective problem-solving skills. 

Role - Sales Manager

• ShareNest is India's first technology-enabled, asset-light marketplace that makes second home ownership accessible, affordable and enjoyable for everyone. ShareNest's vision is to enrich lives by democratizing second home ownership, making it enjoyable and making it accessible for all. Our innovative co-ownership model is a unique combination of owning an aspirational, fully managed second home along with the benefit of financial upside from real estate investment.
• Founded by the Business Head of India's first PropTech Unicorn, ShareNest has secured $1.5 million in a seed round from marquee investors, industry leaders and unicorn founders which will help build a base for the business to scale it to new heights.

Strategic

Key Responsibilities :

• Create an action plan to seek out and target new customers and new sales opportunities, and initiate an action plan to approach and secure new business for the Company.
• Take accountability for the qualified leads, and see it through the sales funnel which includes site visits, OBM, client meetings etc. to achieve the sales target
• Curate prospective buyers and move customers through the sales funnel and cycle
• Build and maintain a productive and cooperative relationship with the clients
• Coordinate with Marketing Department to organize marketing and advertising events.

Required Skill-set

• Graduate from any field with 2-3 years of experience in real estate sales
• Should have excellent communications skills and interpersonal skills
• Track record of over-achieving sales target and a target-driven attitude
• Ability to work in a fast-paced environment, open to travel and take up new challenges

WFO- Indiranagar

Salary- 3.6-4.8LPA

Telesales

We are looking for an insurance sales manager to be responsible for managing policy sales and overseeing the sales team. The responsibilities of an insurance sales manager include setting and monitoring sales goals, facilitating the professional development of the team, and providing customer support.

To be successful as an insurance sales manager, you should have strong interpersonal skills, be passionate about providing support and motivation, and be comfortable working long hours. Ultimately, a top-notch insurance sales manager should be an exceptional leader, have good customer relations skills, and be goal-driven.

Insurance Sales Manager Responsibilities:

• Setting and monitoring sales objectives.
• Providing sales strategies, feedback, and marketing plans.
• Contributing to meeting sales targets.
• Keeping up-to-date with industry developments.
• Answering customer queries.
• Mediating disputes with customers.

Insurance Sales Manager Requirements:

• Previous experience in Insurance.
• Sales acumen.
• Solid understanding of policies and products.
• Be able to provide mentorship.
• Strong leadership qualities.
• Excellent interpersonal skills.

• Manage sales operations in assigned district to achieve revenue goals.
• Supervise sales team members; the BSMs, on daily basis and provide guidance whenever needed.
• Identify skill gaps and conduct trainings to sales team.
• Work with team to implement new sales techniques to obtain profits.
• Assist in employee recruitment, promotion, retention and termination activities.
• Conduct employee performance evaluation and provide feedback for improvements.
• Contact potential customers and identify new business opportunities.
• Stay abreast with customer needs, market trends and competitors.
• Maintain clear and complete sales reports for management review.
• Build strong relationships with customers for business growth.
• Analyze sales performances and recommend improvements.
• Ensure that sales team follows company policies and procedures at all times.
• Develop promotional programs to increase sales and revenue.
• Plan and coordinate sales activities for assigned projects.