Finance Executive recruitment in Bangalore - magicbricks reality services limited

Job Responsibilities: 

• Responsible for handling Sales Calls for Invest and provide Superior/Premium customer experience to all customers.

• Calling out customer and making a sales pitch for potential investors. 

• Responsible for achieving daily, weekly and monthly sales target for the process/campaign.

• Talking to clients to determine their investable surplus basis income, expenses, financial objectives, tax status, risk tolerance & other info needed to develop an investment plan.

• Calling up members and explaining the benefits of fractional Real Estate Investing. 

• Answering client questions about MB Invest plans, returns, tax implications and strategies.

• Handling different stages of client/ product life cycle - These stages can be KYC, reference data management, legal docs, portfolio reconciliation, document capture, system reconciliation, pre and post settlements etc.

• Advising strategies basis data analysis for clients in investment planning to help them reach financial objectives.

• Using process scripts, product knowledge, and own communications skills to present the products and services to potential and existing customers and generate sales. 

• The reps may use a script or best practices to ask their contacts qualifying questions and to present the features and benefits of the products/services 

• Provide an elevated and superior experience to the customers and ensure a long term positive relationship is formed. 

• Asking appropriate questions to understand customer requirements, Effective Probing and need creation for MB Invest.

• Point of contact for customers with Product pitch, follow-up and closure.

• Ability to comprehend the customer’s requirement and match that with business targets along with meeting quality standards. 

• Follows up and ensures closure. 

• To achieve assigned Revenue, AOS and Order conversion targets.  

• Responsible for email communication on externally / internally with clients.

Skills & Competencies Required: 

• Excellent knowledge of English and Hindi languages, other languages will be an added advantage 

• Excellent communication and interpersonal skills 

• Bachelor degree in business, finance or related field.

• Good finance knowledge. CFP / CFA preferred.

• Good with numbers

• Knowledge of mutual fund, equity and investment industries.

• Candidates experienced in Banking and Investment sales

• Experience providing quality financial advice.

• Cool-tempered and able to handle rejection 

• Outstanding negotiation on skills with the ability to resolve issues and address complaints 

• Strong Sales/Tele Sales and Premium Calling experience 

• Proven track record of successfully meeting sales goals over the phone 

• Ability to learn about products and services and describe/explain them to prospects 

• Relationship building and client engagement skills 

• Language Support- English, Hindi and regional based on requirement 

• Effective probing, sales closure skills 

Interview Process: 

• Multiple Face to Face interview rounds. 

Experience: 

• 3+ years’ experience in Sales / Telesales / Premium Services Processes in Contact Centre Operations for a financial product. 

• Candidates from BFSI, Investment Advisor, Financial Products will be preferred. 

• Computers and IT Skills. Good Excel skills. 

• Minimum Bachelor degree in business, finance or related field.