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Their role would to transform the existing Sales Team into Wealth Managers and also create Wealth Managers from outside the company, position would report in to the MD & CEO as of now.

1. Role description
1. Impart training to employees through regular training sessions in monthly Meets.
1. Recruitment of Investment Advisors and Freelancers
2. Financial Planning
3. How to conduct Investor Meets.
2. Training of agents on multi products and financial basics through BA meets.
1. Products
2. Financial Planning
3. Objection Handling
4. Sales Process
3. Organise and conduct investors meet in the city for all the existing customer.
4. Enrol freelance wealth managers with SFSL and promote multi Products.
5. Conduct meetings with freelance wealth managers in the city.
6. Conducting Research and sharing the same with Employees, Agents and Freelancers.

2. Key Result Area for Wealth Managers
1. No. of Investor Meets Conducts in a Month.
2. No. of free Lancers Recruited
3. No. of BAs converted to Wealth managers
4. Training Man days Conducted in a Month
5. Business Numbers: LI, HI, MI, FD, MF.

3. Content Development
1. Defining the required skills required for wealth management
2. Defining the content required for development.
3. Checking the required content in the open Market.
4. Developing /buying the content.
5. Tie up with educational institutes for Wealth Management Content   

4. Training and certification
1. Online training through MY coach
2. Conducting 3-4 days training of all Wealth Mangers at HO (External/Internal Faculty)
3. Tie Up with other institutes for advance Learning.
4. All Wealth mangers to clear NISM Programs (20 Modules). ( Reinforcing Learning )

5. Reward and Recognition
1. R&R for Paper and Pencil Test Qualifiers.
2. Sponsorship for higher learning Programs like CFP.
3. Promotion for Employees becoming Wealth Managers.

6. Developing wealth managers from regions
1. Selection Criteria
1. Communication Skills
2. Analytical Skills
3. Selling Skills
4. Financial Wizard /Investment advisory Inclination
5. Business Performance ( Consistent performance in LI & FD )
6. Confirmed Employee
2. Clearing all the Modules of MY Coach with online assessment
3. Clearing Paper and pencil Assessment with 80%score

7. Activities of wealth managers
1. Creating wealth managers from Open Market
2. Conducting Investors Meet
3. Customer Meetings :  Meeting existing customers to cross sell /Upsell
4. Training of Advisors for performance enhancement.

8. Sharing the research with Team 

Java Lead

·         8– 10  years' experience in Java technologies Java 8 SE

·         Wildfly 8 App Server

·         Hibernate

·         Spring

·         Angular JS

·         Primefaces

·         Mongo DB

Urgently Needed

Job Role:

• Acquisition & servicing of Retail Institutional clients in the field of Education, Medical, NGO, Trust, Clubs, Associations, Sec 25 Cos., Societies, Religious trust, etc.
• Would be responsible for handling transaction & investment banking business like Payments, Collections, Fixed Deposits, FX, Electronic Transfers, Online Payment Gateway, Asset business & other banking & financial products to the retail institutional clients
• Create a rapport with the top management of all the clientele
• Generate leads for other banking products offered by the bank like insurance, mutual fund etc.
• Work closely with the Retail Branch for ensuring efficient service to clients
• Retail Institutions KAM is expected to manage relationships with average CASA values of more than Rs. 10 Lacs

Job Requirement:

• Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank. Needs to be approachable and should have the ability to guide and be the first point of contact for the employees.
• Experience – 4 to 8 years
• Accuracy and analytical ability on MIS
• Able to manage and drive various Learning events
• Eye for details, Meticulous
• Good communication skills

Job Responsibilities

• Originates/ develops new and expands existing High Net Worth Customer relationships for liabilities, specifically and across the range of Banking product offering.
• Sources new bank customers through external individual efforts and acquisition channel.
• Develops data base for lead generation, identifies market segments, strategize with acquisition channel.
• Ensures high levels of customer service orientation and application of bank policy in external staff.
• Relationship Management follows up with client through telecalling, written correspondence and field visits to provide information of the bank’s products and services and seek customer deposits.
• Builds long term personal relationship with clients through relationship calling efforts and social interaction.
• Cross sells existing bank products to customers.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Plans and conducts special sales initiatives and events for prospective and existing clients.
• Coordinates with other group companies to provide Bank customers with seamless access to other group products.
• Records and responds to customer’s complaints, questions, problems.      
• Ensures fast and quality turn-around time for responses.
• MIS generation, maintains records for all acquisition figures and account upgradations.
• Maintains complete relationship record for assigned customer accounts.
• Tracks customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.

Qualification

·         Graduate - 4 -6 years of experience AMFI / IRDA

·         Post Graduate - 2 -6 years of experience  AMFI / IRDA

Urgently Needed

Job Description:

Enhancement of Deposit pool from customers.

Establishing standards and delivery of service.

Sale of non-deposit products. Cross selling targets progressively.

Sale of MF and insurance products.

Fee income.

Branch administration.

Regulatory compliance.

Manage productivity, morale of branch personnel.

Should have sales orientation

Leadership skills. (Though more tactical than strategic).

Thinker : Doer = 40:60

Must have had sales experience, liabilities products preferable.

Qualifications

MBA / CA

6-8 years banking experience in a large branch or 4-6 years in Medium branch.

Responsibilities:

1. New Product Launches.

2. Developing Marketing Strategies.

3. Evolving Promotional plans.

4. Field work in various geographical areas.

Qualification :

B.Sc./B. Pharm

Additional Qualification :

MBA/ PGDM

Prior Experience:

5 to 12 yrs (PMT + Sales )

Age:

25 - 40 years

Gender:

Male / Female

Date of Joining:

As soon as possible

 Sales Consultant is the face of the company at the doorsteps of our owners who is passionate for our technology and understands its machines. This role requires the person having interest in meeting and interacting with new and different set of people.

Key Responsibilities

• Target Achievement of
• Demonstrations on a daily, weekly & monthly basis.
• Quality of the demonstration and owner experience feedback
• Demo to Sales Ratio (Conversions) and
• Sales Targets on a weekly, monthly and quarterly basis. 

• Calling up customers to fix up appointments for a demo at home from the leads provided by LMS which get generated thru events – Mall & RWA Activations, website or contact centers. 
• Reaching on time for each appointment
• Manage & deliver a high-quality customer experience from the sales consultant /advisor perspective.
• Keep all demo units sparkling clean before each demonstration at home. 
• Demonstrating & Setting up the  products according to the customer’s needs & requirements.
• Delivering a high-quality customer demonstration experience & have a relationship level to be able to cross sell all categories in multiple numbers to the same customer and leveraging this relationship for reference selling to friends and relatives of such customer. 
• Continuously building product knowledge and keeping updated on any product developments within Company and our competitors.
• Actively building relationships with the team and the wider support channels to further the success of company's products
• Provide real time feedback to reporting managers at each stage of a sales call from first time contact till the closure of a sale or otherwise. Support issues to assist team on improving customer experience and product reliability opportunities.
• Capture and report any emerging product reliability and safety issues reporting.
• Submit daily/weekly reports of products and customers contacted / visited and sold
• Ensure all process activity is communicated and  Unit Registration of each customer is done after the sale.

Person Specification

• BBA /BCA/BCOM/ MBA / B-Tech required ( Fresher to a Max Experience of 1 year)

• The person should be willing to work in the field and should be comfortable with 6 days work week with one weekly off.
• The role may require the candidate to work on public holidays for which a compensatory off will be given during the month.

• High level of customer service orientation required—a desire to help or serve others, to identify, meet and exceed their needs and expectations
• Interest in building a career in the Sales Industry with sales flair. 
• Excellent Vocal English is a must
• Strong presentation and people skills required
• Ready to develop & learn good consulting skills, judgement of people-based objectivity and intelligence
• Good computer literacy including intermediate level experience with Microsoft Office
• Strong written, verbal and interpersonal communication skills
• A meticulous approach to planning and organizing to prioritize tasks and meet strict deadlines
• Ability to build and maintain strong relationships with people at all levels of a business

Job Responsibility:

Responsibility is to enhance business through efficient handling of Sales team of the state at different locations in terms of Operations, Sales, & HR

Key Job responsibilities:

• Develop existing branches/ Identify locations & setup  new branches.
• Recruitment/ grooming / guiding Sales Team.
• Formulation of Sales strategy & execution.
• Building long term relationship with agents & clients.
• Meeting regional targets for organizational growth.
• Team Motivation .
• Operational & HR excellence.
• Training & Development.

Desired Profile:

• Good at Financial Product knowledge – LI, GI , MF & FDs.
• Must be from Financial Industry.
• Good Communications & Relationship Skills.
• High at People management & networking skill.
• Team handling experience across states.
• Open for travel.

Education & Experience :

• UG – Any Graduate – Any specialization,PG – Any Graduate – Any specialization.
• Total 7 -10 years' experience in Financial Industry (with 3 - 4 years' experience in handling  teams).

Reporting to Regional Manager of the company.