->Sales -The candidate will be required to sell the myGate product ( App based Security solution for Residential societies) to the builders/ RWA's/Management committees of the society. -> Product Demo : He/She should have excellent presentation and communication skills - Should be able to do effective product demo and should be able to convince the client to subscribe for the product. -> Follow up and Relationship Building - The BDM should try to build a very good relationship with the decision makers of the management committee, also needs to be in constant touch with the MC, so that they do not loose interest in the offering until the deal is finalized. ->Close the deal - The Demo meetings should result in a closure of the sale, with the right level of approvals in the management, because if the decision is not taken after the demo, the closure cycle will get very long and it will lead to increase in constraints.
Sr Financial Planners/Wealth Manager – Key Skills Candidate must have hands on experience and knowledge of financial advisory and wealth management (Minimum 2 years). Should have thorough knowledge of equity markets, debt market, economy outlook and various wealth products. Should possess excellent communication and interpersonal skills. Should have analytical approach to advice clients. Should be tech savvy to use tools for related functionalities. Should possess exceptional organizational skills. Job Description - Acquisition of elite class, UHNI customers via seminars, webinars and corporate tie-ups. Research and analysis on current portfolios and prepare review strategy and plan for existing clients. Analysis and create indepth Financial Plan and cash flows on the basis of client’s goals, risk appetite, time horizon etc. and increase Financial planning penetration in existing as well as new clients. Manage business budgets, client acquisition and customer satisfaction. Provide consultancy relating to Financial Planning, Tax Planning, Retirement Planning, and Investment Planning, Estate Planning and other incidental and allied services.