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Investment Lead

Mumbai, Maharashtra

Yellow Box HR Services

Job Description

Designation - Investment Lead

Experience - 3 - 14 Years

Working - 5 Days

Location - Pune and Banglore

CTC - upto 14 L

Shifts - Regular

Field work with IC Role

Job Description

Achieve Business Plans, Productivity and Profitability by ensuring Lead Generation.
Originating new investors by direct coverage of individuals, HNIs and UHNIs. Ensuring on
boarded investors make continuous investments.
Managing the channel of investment advisors, mutual fund distributors, insurance agents,
chartered accountants, wealth managers, etc for onboarding investors and generating
Managing and maintaining oversight of the investment portfolio, keeping the investors
abreast with portfolio performance and advising them on future investments.
Educate the Customer, understand their needs and ensure those needs are met.
Train, retrain, provide regular feedback and motivate the team to enhance individual and
team productivity.
Develop a business plan and sales strategy for the market that ensures attainment of
company sales goals and profitability.
Prepare action plans individually for effective search of sales leads, prospects, referrals
and advisors.
Initiate Strategic Tie-ups with various stake holders for enhancement of business.

Company Description

A leading HR consultancy in India.

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Between three and five years
Compulsory Education
Salary range:
₹ 6,00,000 - ₹ 13,00,000 / Yearly (Gross Pay)
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