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
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
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
Initiate Strategic Tie-ups with various stake holders for enhancement of business.
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