Roles | Sales Role |
Job Description | To visit potential clients to drive sales. Provide required information to clients about mutual fund schemes. |
Solving scheme related queries of SBI channels, NDs & IFAs. | |
Regularly visit SBI Branches/IFAs/NDs to drive Mutual Fund sales | |
Provide information related to Mutual Fund schemes to walk in customer in branches. | |
Maintain & Provide monthly / quarterly sales MIS to IFAs / NDs | |
Support Relationship Managers during sales campaign, group presentations etc. | |
Minimum Education Qualification | Graduation |
Certification | NISM V - A |
Functional & Behavioral Skills | Well versed with Mutual Fund Schemes, good communication skills & good selling skills. |
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