Regional Head-Wealth Planning

Felicity Group of Companies

  • Location Nehru Place, New Delhi
  • Exp. 3 - 5 years
  • Salary ₹ 25,000 - 30,000 Per Month ( 3.00 - 3.60 Lacs Per Annum )
  • Education Graduate
  • Gender Male/Female
  • Age 23 - 35 years

Job Description

  • Main area of focus will be to generate new leads with the aim of creating more sales and get the sales done
  • Handling a team of four Wealth Planning Managers
  • Responsibility of maximizing the performance & keeping the values of the organization intact
  • Scheduling appointments, preparing and delivering presentation to the client
  • Regular follow-ups with the prospect clients
  • Maintaining customer relationships and ensuring customer loyalty through excellent customer service
  • Take initiatives & think out of the box to achieve targets and help team to achieve their monthly targets.

Preferred Skills

Channels Sales Distribution Sales Corporate Channel Sales B2b Sales
Hiring Industry

Selection Criteria

  • Minimum Graduate with more than 3 years of Experience in Field Sales or MBA(Sales & Marketing) Fresher
  • Excellent Communication Skill (Verbal & Written)
  • Excellent Presentation & Organizational skill
  • Strong track record of B2B Sales
  • Experience in Travel,Insurance,Concept Selling or counselling in education are preferred
  • Strong Research & Strategic Analysis Skill
  • Hands on with PPT/Excel & MS Word
  • Earning potential is up to 80k/Month.Quarterly Bonus is 90 K/Quarter(3 conversions required in a quarter+24 conversions from the team) -1st conversion in the first month and 1 conversion required in following months and addition to this there is an annual bonus of INR 240,000- Achievement in every quarter is must to get INR 240,000 as an annual bonus

About Felicity Group of Companies

We are an investment management platform providing asset management and wealth strategies through high growth potential real asset based strategies as underline product.

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