| 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.
Initiate Strategic Tie-ups with various stakeholders for the enhancement of business.
You’ll need to have –
Graduate/MBA with experience in selling Mutual Funds, Insurance Products or any other investment product.
Exposure to Strategic tie-ups and managing Distribution channel.
Exceptional Leadership skills and the ability to build and lead successful teams by exceeding targets.
We’ll love you if –
You’re a natural ‘Go-Getter’ with a ‘never say never’ attitude, who can drive the team to achieve progressive targets. You can think on your feet and handle an array of situations with patience and professionalism.
You can communicate clearly, prioritize efficiently and drive the team towards success. You’re a natural problem solver with the ability to anticipate problems, recognize them when they arise, and solve them as quickly, efficiently, and practically as possible.
You’re an Analytical thinker with the ability to understand the overall vision and translate it to smaller goals.
You’re passionate about sales and constantly competing with yourself to excel each time.
You’re a Communication Maestro with the ability to understand completely, communicate clearly, effectively, and regularly.
You’re a Collaborator who can provide an array of skills that helps the team function in unison as one entity.