Job Description

· Responsible for the sales of Financial Products to individuals

· Dealing with clients via email and telephone communication

· Promoting available products and services to clients in the India market

· Developing and maintaining excellent relationships with prospective and existing clients

· Contributing to the team effort by achieving targets

· Suggest comprehensive Sales strategies in collaboration with the Business Development Officer – Sales to enhance profits

· Serves as the primary point to clients, fostering strong relationships through efficient communication, personalised support, and proactive engagement

· Stays informed about industry trends, competitive landscape and best practices and reports the same to the BDO-Sales to keep track on the market dynamics

· Stays updated on marketing promotions and their terms and conditions offered by the Company, effectively communicating them to Clients

· Efficiently addressing client concerns and resolving issues in a timely and efficient manner, escalating complex or sensitive matters to appropriate channels as needed to ensure swift resolution

· Familiarises oneself with the product portfolio and platform to navigate effectively and close the sale

· Acts in the best interest of the Company at all times and collaborates with the rest of the Sales team to promote the Company’s services effectively

· Cultivates and maintains excellent working relationships with other departments, including Affiliation, Dealing, Back Office and Compliance