Investor Sales Manager
Bengaluru / Bangalore, INDIA
3d ago
source : TimesJobs

Duties and Responsibility Achieve Business Plans, Productivity, and Profitability by ensuring Lead Generation & Conversion for investment into Finzy Loans.

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 investments into Finzy Loans 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. Job Location Bangalore Experience (Years) 5-12 Years

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