Investment Lead (Maharashtra) - Latest Walkins Today
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Monday, 1 October 2018

Investment Lead (Maharashtra)

Yellow Box HR Services - Date posted: 01 Oct 2018
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 Job Description 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 investments. 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 stake holders for enhancement of business....

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