Qureos Mentor

Asset Kraft Investment Pvt. Ltd.

Key Responsibilities:<ul><li>Identify and acquire potential clients for mutual funds, SIPs, and insurance products.</li><li>Conduct client meetings, explain product offerings, and recommend suitable financial solutions based on client needs and risk appetite.</li><li>Achieve assigned sales targets through effective prospecting, lead conversion, and portfolio growth.</li><li>Maintain strong client relationships to ensure retention, repeat business, and cross-selling opportunities.</li><li>Ensure strict adherence to compliance guidelines, regulatory norms (SEBI, IRDAI, AMFI), and company policies in all sales processes.</li><li>Maintain accurate client records, KYC documentation, and transaction details as per regulatory standards.</li><li>Provide regular MIS reports on sales performance, pipeline status, and client interactions.</li><li>Stay updated on market trends, product knowledge, and regulatory changes to provide informed advice to clients.</li><li>Participate in training, workshops, and review meetings to enhance product knowledge and sales techniques.</li></ul>Candidate Requirements:<ul><li>Graduate in any discipline; NISM/AMFI/IRDAI certification preferred (mandatory as per regulatory requirement).</li><li>1&ndash;3 years of experience in sales of financial products (Mutual Funds/Insurance).</li><li>Strong communication, negotiation, and relationship management skills.</li><li>Target-driven with the ability to work under pressure.</li><li>Basic knowledge of financial planning, investment products, and compliance norms.</li></ul>Compliance Requirements:<ul><li>Ensure all sales are conducted in line with SEBI, AMFI, and IRDAI regulations.</li><li>Mandatory completion of KYC before processing any investment/insurance application.</li><li>Adherence to company&rsquo;s code of conduct and ethical sales practices.</li><li>Maintain confidentiality of client data and financial information.</li></ul>Job Type: Full-timePay: &#8377;15,000.00 - &#8377;50,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Commuter assistance</li><li>Flexible schedule</li><li>Health insurance</li><li>Internet reimbursement</li><li>Leave encashment</li><li>Life insurance</li><li>Work from home</li></ul>Ability to commute/relocate:<ul><li>A.J.C.Bose Road, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred)</li></ul>Application Question(s):<ul><li>What is your current fixed Salary ?</li><li>What salary expectation you have?</li><li>Are you able to join immediately?</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Experience:<ul><li>Capital Industry: 2 years (Required)</li><li>Direct sales: 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li><li>Bengali (Required)</li><li>Hindi (Required)</li></ul>License/Certification:<ul><li>NISM 5A (Required)</li><li>IRDAI Licence (Required)</li></ul>Willingness to travel:<ul><li>75% (Required)</li></ul>Work Location: In person

Business Development Executive (BDE) - Mutual Fund & Insurance

Join Asset Kraft Investment Pvt. Ltd. and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Asset Kraft Investment Pvt. Ltd.

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Business Development Executive (BDE) - Mutual Fund & Insurance