RM-Wealth Management

Department Icon Investment Banking, Private Equity & VC
Posted: 3 years ago
4-7 years
Mumbai
Investment Banking, Private Equity & VC
Work From Office
Full Time

Posted: 3 years ago
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Job Description

  • Professionals from the BFSI industry with 2 to 3 years of experience in selling financial products like mutual funds, equity, loans, insurance, FD etc. to

Retail/HNI/UHNI/NRI clients are invited to apply.....

    • The role involves making calls to potential clients, meeting, conversion to clients and onboarding them on the digital platform.
    • Revenue Generation (target based role) and achieving monthly targets.
    • Strengthening business association with clients through excellent customer servicing and regular communication.
    • Applicants from Mumbai are Preferred. Suitable candidates from other locations can be considered
    • Excellent verbal and written communication skills and excellent telephonic skills are a must.
    • Proficiency in English and Hindi and one local language is expected.
    • Emphasis will be on selling new lucrative retail fixed income products. 9-12% pa returns.
    • Looking for people who have sold investment products, fixed deposits, guaranteed plans, Ulips....

    Responsibilities

  • Eligibilities:

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About Company

Pahal is a company registered with Reserve Bank of India as a Non-Banking Financial Company more specifically as NBFC – MFI, providing microfinance services to the low-income households. Pahal started its operation as MFI in 2014 and within just 5 years it has become one of the fastest growing MFI in this segment. It started its work from some districts of Gujarat and at present Pahal has expanded its roots in the districts of Madhya Pradesh, Maharashtra, Rajasthan, and Bihar with its registered office situated at Ahmedabad. It has over 116 branches with a portfolio of around 600 crores with over 1,000 employees working at its Corporate Office and branches. It has touched the lives of millions of poor families by providing them credit for income-generating activities and help them become economically self-sufficient and bring qualitative change in their standard of living and their status in society.

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