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Roles & Responsibilities |
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Area Sales Manager - Life Insurnace
- This is a regional level responsibility; effective coordination with the Insurance Sales team of the region should be done to increase sales using the network of the branches.
Qualification & Experience
- You should have relevant experience of at least 5-6 years in financial advisory services industry with good knowledge on Insurance.
- You should be experienced in handling a team and also should be good at communication, leadership & motivation skills.
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Area Sales Manager - Non Life Insurnace
- This is a regional level responsibility; effective coordination with the Insurance Sales team of the region should be done to increase sales using the network of the branches.
Qualification & Experience
- You should have relevant experience of at least 5-6 years in financial advisory services industry with good knowledge on Insurance.
- You should be experienced in handling a team and also should be good at communication, leadership & motivation skills.
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Area Sales Manager - MF:
- This is a regional level responsibility, effective coordination with the Mutual Fund Sales team of the region should be done to increase sales using the network of the branches.
Qualification & Experience
- You should have relevant experience of at least 5-6 years in financial advisory services industry with good knowledge on Mutual Funds.
- You should be experienced in handling a team and also should be good at communication, leadership & motivation skills.
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Area Sales Manager - Equity
- This is a regional level responsibility, effective coordination with the Equity team of the region should be done to increase turnover using the network of the branches.
Qualification & Experience
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You should have relevant experience of at least 5-6 in financial advisory services industry with good knowledge on Equity/Derivatives.
- You should be experienced in handling a team and should be good at communication, leadership & motivation skills.
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Business Development Manager:
- This is a branch level responsibility; mentoring and helping the sales team of the branch to generate volumes will be the main focus.
- The branch is treated as a profit center whose profitability will be your responsibility. You will be reporting to Area Sales Manager.
Qualification & Experience
- You should have relevant experience of at least 4-5 years in financial advisory services industry with good knowledge on at least two out of Mutual Funds, Insurance & Equity/Derivatives.
- You should be experienced in handling a team and should be good at communication, leadership & motivation skills.
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Web Designer & Developer:
- You will be working with the marketing team.
- Main focus will be towards creating banners, web pages, visual elements & mailers.
- Developing & improving company's website will constitute another focus area.
- You will be reporting to Manager IT.
Qualification & Experience
- You should have at least 2-3 years of experience in web designing & developing preferably in financial domain.
- Sound knowledge on Photoshop, dream weaver/front page, HTML (Hand Coding), Java Script, Flash, Linux is required.
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Analyst:
- Editing the monthly financial magazines .Wealth Compass. & .Wealth Creator. will be the main focus of the profile.
- Giving useful analytical inputs and clear understanding of the financial markets will be required.
Qualification & Experience
- You should have 3-4 years of experience in Equity/Derivative Research.
- You should have excellent written & oral communication skills.
- . A mass communication course will be preferred.
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Mutual Fund Corporate Sales:
- You will be handling Treasury Management, Super Annuation, Gratuity & PFs for Banks, PSUs, Corporates, Trusts, Corporate Banks & Societies etc.
- You will be reporting to Regional Sales Manager.
Qualification & Experience
- You should have at least 3 years of experience in related field coupled with effective communication skills and good product knowledge
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Sales Executive - MF:
- This is a branch level responsibility.
- You will be involved in sales of Mutual Funds through effective communication and good product knowledge.
- You will be reporting to the Business Development Manager.
Qualification & Experience
- You should have at least 6 months -1 year of experience in related field.
- You should be an AMFI Certified self motivated, quick learner with good communication skills and should have in depth knowledge on Mutual Funds.
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Sales Executive . Insurance
- This is a branch level responsibility
- . You will be involved in sales of Insurance products through effective communication and good product knowledge.
- You will be reporting to the Business Development Manager.
Qualification & Experience
- You should have at least 6 months - 1 year of experience in related field.
- You should be an IRDA Certified, self motivated, quick learner with good communication skills and product knowledge.
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Equity Dealer:
- This is a branch level responsibility.
- You will be taking care of customer.s equity portfolios and giving them useful tips to maximize their trading profits
- Another focus area would be to build your network and increase the customer base for the branch
Qualification & Experience
- You should have at least 1 year of experience in related field with NCFM Certification.
- Familiarity in handling the terminal is essential.
- You should be updated with latest happenings of the market and should have good communication skills.
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Manager - Accounts
- To supervise team of three to four members who are primarily responsible book keeping.
- Preparation of MIS reports, finalization and consolidation of accounts, monitoring of internal controls, liaison with auditors and bankers.
Qualification & Experience
- You should be an CA with 3 - 4 years experience
- Strong commercial acumen, Proficiency in MS. Office, Tally, renewal of bank credit proposals, working knowledge of Income tax, Service tax and labour laws.
- Less than 30 years.
- Specialization on Accounts, Banking, Finalization, Company Law, direct taxes and service tax.
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Tele Marketing
- This is a regional level responsibility.
- You will be expected to generate leads for the sales team through tele marketing.
- You will be reporting to the regional sales manager. You will also take care of the MIS for the same.
Qualification & Experience
- You should have at least 1 year of experience in related field preferably in financial sector. Excellent communications skills are essential.
Please mention the location you are applying for in subject line
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Telecaller
- To contact clients through telephone seek appointment.
- Brief them about the Company and product line if required.
- Forwarding the leads to Sales Team.
Qualification & Experience
- Undergraduate/ Graduate with good communication skills.
- Fresher can be considered subject to should be fast in making calls and work under pressure.
- The candidates can join as Temporary till end of March 2006 or can also join as a permanent employee.
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Activity Team
- Source activities - Interact with various associations, corporates for helpdesks/ activities.
- Conduct activities . Set up helpdesk or any other as may be the part of an activity. For example a painting competition . Tie up with a school, build the theme, conduct activity, generate report on leads for post activity by the branch.
- Generate / source leads . Through various sources like may be procure a directory of a club and plan for an activity there.
Qualification & Experience
- Fresh Graduates with good communication skills.
- You should be very energetic and should be willing to manage kiosks and helpdesks.
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Investment Advisor
- You will be the first point of contact for all Clients wanting to invest into Financial Products such as Insurance, Mutual Funds and Capital Markets.
You will also be responsible for Marketing and Promoting various Financial Products.
Qualification & Experience
- Requirements are having a flair for Marketing, Promoting and Selling of various Financial Products.
- Should have at least 1-2 years of experience in related field preferably in financial sector.
- Should Possess Excellent Communication and Presentation Skills.
- Should be Flexible and Mobile, with Good Inter-personal Skills and be an enterprising person.
Please mention the location you are applying for in subject line
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Senior Investment Advisor
- You will be the first point of contact for all Clients wanting to invest into Financial Products such as Insurance, Mutual Funds and Capital Markets.
You will also be responsible for Marketing and Promoting various Financial Products.
Qualification & Experience
- Should have 2-3 years of experience in Marketing, Promoting and Selling of various Financial Products.
- Should Possess Excellent Communication and Presentation Skills.
- Should be Flexible and Mobile, with Good Inter-personal Skills and be an enterprising person.
Please mention the location you are applying for in subject line
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Relationship Manager - Portfolio Management Services
- You will be responsible for end-to-end management of investments of HNIs.
You Should Advise and solve client's problem on financial statements, tax problems and performance of their money i.e effective handling of HNI Client's query.
Qualification & Experience
- You should be an MBA in Finance & have at least 1-4 years of experience in Portfolio Management or Wealth Management.
- Excellent understanding of Financial Market & Planning, stock market,Knowledge of Fundamental and Technical research.
- Should Possess Excellent Communication Skills, Analytical and logical thinking.
- Should be Presentable and should have good Personality.
- Must have Business accumen and good understanding of Investor servicing.
Please mention the location you are applying for in subject line
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To
apply for any of the above positions, please mail your resume to
careers@way2wealth.com with Job Code in the subject line.
Otherwise send it by post to: 002, Raheja Paramount, 138 Residency Road, Bangalore– 560 025 Ph: 22121512
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