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Senior & Mid Level Role - Sales & Marketing - Investment Solutions

Mirus Solutions
7 - 12 yrs
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Not Disclosed by Recruiter Posted 55 days ago Job Applicants: 36 Job Views: 489

Job Description

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    Senior & Mid Level Role - Sales & Marketing - Investment Solutions Boutique Firm (1-12 yrs)

    Job Description:

    - Responsible for new client acquisition and managing the overall client relationship.

    - Sales and distribution of financial products like mutual funds / portfolio management services / structured products /private equity products / corporate fixed deposits and bonds & debentures.

    - Sales and distribution of life and non life insurance products across insurance companies in India

    - Offer advisory on primary and secondary real estate opportunities and mortgage products.

    - Explain the concept of financial planning to clients and work closely with clients for creation and implementation of their financial plans.

    - Monitor financial market trends to ensure that plans are effective, and identify any necessary updates.

    - Prepare and interpret client's information such as investment performance reports, financial document, summaries and income projections.

    - Answer client's questions about the purposes and details of financial plans and strategies.

    - Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, life and non-life insurance, real estate and mortgages.

    - Conduct seminars and workshops on financial planning topics


    - CA/ CFP/ MBA with 1-3+ years experience in financial services industry.

    - Very strong sales and people skills with an ability to handle large client portfolios.

    - A deep understanding of the financial advisory business process

    - Proven people, business and project leadership & negotiation experience

    - Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills

Salary: Not Disclosed by Recruiter

Industry: Advertising / PR / MR / Event Management

Functional Area: Marketing , Advertising , MR , PR , Media Planning

Role Category:Marketing

Role:Marketing Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    CA/ CFP/ MBA with 1-3+ years experience in financial services industry.


UG: Any Graduate


Doctorate:Doctorate Not Required

Company Profile:

Mirus Solutions

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