Raise your Query

Hi! Simply click below and type your query.

Our experts will reply you very soon.

WhatsApp Us

Find your ideal job



Functional Area


Job openings for sales manager in chandigarh

Sales Manager(FINANCE Sector)- Chandigarh


*Provide prompt, accurate, and friendly customer service. This will include responding to inquiries regarding Financial Planning, investment options, documentation, assisting with transfers, goal mapping and performance review against client goals.
• Prospect for new business through various channels and follow up with warm leads.
• Use a customer-focused, needs-based process to educate customers about investment options
• Hold internal and client facing status meetings, and updates that report on performance, issues, and continuous improvement
• Create and maintain comprehensive project and client documentation
• Plan and facilitate client-planning sessions to ensure all contractual obligations are met and performance of client\\\\\\\\\\\\\\\'s portfolio is on par with expectations
• Build strong working relationships with clients, stakeholders, and team members through effective communication throughout the client life cycle

Minimum College degree with 2-3 years of experience within the financial management industry: equity, investments, insurance etc.

• Have a good understanding of core business concepts and certification courses in investment and financial markets.
• Must be a Self-starter with a passionate, positive and enthusiastic attitude.
• Excellent communication, presenting and reporting skills in English language desired
• Expertise in Microsoft Office products especially Microsoft Excel
• Have access to a laptop, personal conveyance and smartphone for work purposes
• Is willing to work and travel according to the client schedules/ routines.

• Have access to a laptop, personal conveyance and smartphone for work purposes *Fixed salary/incentive based pay. Looking for someone who is willing to put in extra hours at work.

Experience 2 - 3 Years
Salary 2 Lac 25 Thousand To 3 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Higher Secondary, Other Bachelor Degree
Key Skills Sales Manager Marketing Manager Business Development Manager

About Company

Company Name

We Excelindia HR Services, has been hired by the Client company

About Company *Wealth creating & management consultancy, *Goal linked Financial planning, *Insurance :Health / General, *Retirement planning, *Children plans, *Estate planning & Will writing services.
Contact Person D. Mukherjee
Address Flat-103/C, First Floor, Thakurbari Block 8,Hem Pal Lane, P.O. Belur Math
Mobile 9265640500
Email ID info@excelindiahrservices.com