Sales Assistant - Ashok Nagar, Ranchi, Jharkhand, India - Blue Wing Talent Management

Blue Wing Talent Management

Verified Company

Ashok Nagar, Ranchi, Jharkhand, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

A Sales Assistant for Financial Products typically works in the financial services industry, assisting financial advisors, brokers, or sales representatives in selling various financial products and services to clients.

Here's a breakdown of the job profile:

Responsibilities:

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Client Support: Provide support to clients by answering inquiries, addressing concerns, and providing information about financial products and services.
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Sales Support: Aid in the sales process by scheduling appointments, organizing meetings, and following up with potential clients.
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Product Knowledge: Develop a strong understanding of the financial products offered by the company, including but not limited to stocks, bonds, mutual funds, insurance products, and retirement plans.
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Compliance: Ensure compliance with regulatory requirements and company policies when handling client information and processing transactions.
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Marketing Support: Assist in marketing efforts by preparing marketing materials, organizing events, and coordinating promotional campaigns.
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Client Relationship Management: Build and maintain strong relationships with clients to foster trust and loyalty, as well as identify opportunities for cross-selling or upselling products.
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Training and Development: Stay updated on industry trends, regulations, and product offerings through training sessions and self-study to better serve clients and support the sales team.

Skills and Qualifications:

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Knowledge of Financial Products: Understanding of various financial products and services, as well as financial markets and investment strategies.
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Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and colleagues.
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Customer Service: Strong customer service skills with the ability to address client needs and provide satisfactory solutions.
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Organizational Skills: Ability to manage multiple tasks efficiently, prioritize workload, and meet deadlines in a fast-paced environment.
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Attention to Detail: Accuracy and attention to detail are crucial when handling sensitive financial information and processing transactions.
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Ethical Conduct: Adherence to ethical standards and regulatory requirements in the financial services industry.
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Team Player: Ability to collaborate effectively with team members and contribute to a positive work environment.

Education and Training:

Any Graduate or bachelor's degree in finance, business administration, economics, or a related field is typically required or required depending on the employer and the specific role.
Onthejob training and professional development opportunities are often provided to enhance knowledge and skills in financial services sales.

Salary:
₹12, ₹18,450.00 per month

Benefits: