Post Jobs

Wanted Investor Sales Leads | Bangalore

Full Time
  • Full Time
  • Karnataka
  • Applications have closed
  • Salary: 7 - 10 Lakhs / Annum
  • 5 years exp in Mutual Funds / Any Financial Sales Field.

Bridge Fin Inc.

Role: Investor Sales Lead.
Job Location: Bangalore.
Experience: 5 – 12 Years in Mutual Funds / Insurance / Investment Products.
Qualification: Degree / MBA.
Salary: 7 – 10 Lakhs / Annum.

– Email Resume to: (keep “ISL-BFS-BLR” as mail subject line).

Job Description:
Achieve Business Plans, Productivity, and Profitability by ensuring Lead Generation & Conversion for investment into Finzy Loans.
Originating new investors by direct coverage of individuals, HNIs and UHNIs. Ensuring on boarded investors make continuous investments.
Managing the channel of investment advisors, mutual fund distributors, insurance agents, chartered accountants, wealth managers, etc for onboarding investors and generating investments into Finzy Loans
Managing and maintaining oversight of the investment portfolio, keeping the investors abreast with portfolio performance and advising them on future investments.
Educate the Customer, understand their needs and ensure those needs are met.
Train, retrain, provide regular feedback and motivate the team to enhance individual and team productivity.
Develop a business plan and sales strategy for the market that ensures attainment of company sales goals and profitability.
Prepare action plans individually for effective search of sales leads, prospects, referrals, and advisors.
Initiate Strategic Tie-ups with various stakeholders for the enhancement of business.​

– Email Resume to: (keep “ISL-BFS-BLR” as mail subject line).