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Sales Associate role in Gaya, responsible for representing IM Investment Managers, managing branches, building client relationships, and driving sales of mutual funds.
Job Responsibility:
Report to the Branch IM Sales Manager in the respective city
Will be covering and servicing branches
Manage minimum 6-10 branches (depending on the size of the city & branch)
Represent IM Investment Managers for the sale and service of IM mutual funds
Maintain and build relationship with customers of the branch
Understand the products, market scenario and suggest investment options based on client profiling
Manage walk-in clients as well as follow up with leads
Ensure adequate branch visibility and display of all POP and marketing material
Track and generate information about competition/activities
Assists in organizing and conducting branch level activities, trainings etc.
Assist Marketing Officer of Client to complete the KYC
Provide insights about the clientele of the branch to determine business potential
Requirements:
Report to the Branch IM Sales Manager in the respective city
Will be covering and servicing branches
Manage minimum 6-10 branches (depending on the size of the city & branch)
Represent IM Investment Managers for the sale and service of IM mutual funds
Maintain and build relationship with customers of the branch
Understand the products, market scenario and suggest investment options based on client profiling
Manage walk-in clients as well as follow up with leads
Ensure adequate branch visibility and display of all POP and marketing material
Track and generate information about competition/activities
Assists in organizing and conducting branch level activities, trainings etc.
Assist Marketing Officer of Client to complete the KYC
Provide insights about the clientele of the branch to determine business potential