Financial Advisor Job in IQuest Management
- iQuest
- 5 to 10 Yrs
- Chennai
- 11 months ago
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Job Description
To grow business for Loan against securities, via Channel partner acquisition, up sell and repeat
sales.
Role & Responsibilities:
To achieve monthly LAS sales targets through Partner channel Leads Conversion and self
sourcing.
To generate and convert leads generated through referrals.
To increase market share and source new clients via Outbound calls and meetings.
To maintain all Sales MIS diligently and timely.
To plan and execute all sales and marketing activities to develop LAS business.
To build strong relationships with all existing clients by providing prompt service.
To effectively introduce all products and services of the company to all clients and prospects
and identify and convert cross sell opportunities.
Desired Skills and Experience:
Sales experience in Mutual Funds/Equity/Life Insurance policies/LAS/Investment broking
and distribution companies.
Good understanding of the Loan process, including digital lending process.
knowledge about Loan Against Securities and familiar with other loan products like LAP, HL,
etc.
Educational Qualification and Experience Requirement:
Graduate or Postgraduate in Sales & Marketing / BFSI / Investment Management / Life
insurance/ Others.
Employement Category:
Employement Type: Full timeIndustry: Financial ServicesRole Category: Finance / Accounts / TaxFunctional Area: Not SpecifiedRole/Responsibilies: Financial Advisor Job in IQuest ManagementContact Details:
Company: IQuest ManagementLocation(s): Chennai
Keyskills: investment advisory nism financial planning irda certified financial advisory individual contributer
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