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Selling of Financial Products

Job Role: Business Associate

We are an Indian company engaged in providing a comprehensive range of domestic and global products catering to clients' requirements towards Wealth Management, Protection, Loans, and Estate planning services. We believe in creating and delivering exceptional value to our clients. As a wealth product distributor, we help our clients in choosing investment products that are in line with their financial requirements and risk profile. Working closely with them, we devise, implement, and manage bespoke financial strategies and solutions.

In these current and unprecedented times, we are uniquely placed to offer contactless consulting for our clients to enjoy associated benefits such as our comprehensive range of products — many of which are exclusive to our clients.

This role will operate on a remote basis requiring the applicant to operate from their home / home office and dealing with the business within their defined territories using our online established framework.

What do we require?

The role considering its remote nature requires a candidate who has prior knowledge of Financial Services and with reasonable contacts. Business associates are required to generate leads through self-sourcing and sell appropriate financial products after ascertaining the individual’s needs. Training will be provided for bespoke Investment solutions and framework.

Skills Required: New Business Creation, Business Development, Lead Generation, Wealth Advisory, Account Management, Face to Face Sales, Time Management

What do we offer?

· Results based package - no fixed/basic salary is offered

· Generous commission / AuA fees on all products - uncapped earnings

· In House Administration

· In House Compliance

· Full product training

Kĩ năng: Thị trường thương mại, Bán hàng, Tiếp thị

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Về Bên Thuê:
( 0 nhận xét ) Patna, India

ID dự án: #29018487

2 freelancer chào giá trung bình₹113611 cho công việc này


Hi, I am a good fit for this Job as marketer. I have lots of experience in this sector. I have worked for many Client before on other platforms. I am available 20+ Hrs Per Week Thanks Diana

₹5000 INR trong 7 ngày
(0 Nhận xét)

Place phone calls to potential customers to educate them on services and products offered by the company Attend meetings to learn about new products and services or changes in current ones Read and interpret sales repo Thêm

₹222222 INR trong 22 ngày
(0 Nhận xét)