27/10/2021
Company Overview
Edrica Wealth Management Pvt. Ltd. (Edrica Group), with a clear commitment of establishing itself as an independent wealth management firm in providing end-to-end solutions in financial domain with a strategic objective of emerging as a one-stop-shop for complete wealth management services.
Capitalizing upon our vast enterprising skills blended with professional know-how & a thorough research-oriented business & market analysis, we offer a value-based tailored financial solution ranging from Risk Management & Insurance Planning, Investment & Planning Issues, Cash Flow & Liability Management, Business Succession Planning, Advance Financial Planning, Retirement Planning, Education Planning, Tax Planning, Estate Planning, Health Insurance, General Insurance etc. to highly complex Portfolio Management Services with a clear intention of assisting our clients in making prudent investment decisions through our expert, invaluable & perennial support.
VISION - "4C"
Credible - Reliable & Scientific Investment Analysis.
Committed - Responsible & Ethical Conduct.
Current - Consistent & Regular Updates.
Connected - Robust Long-Term Client-Relationships.
MISSION
"We strive to deliver research-oriented Portfolio Management Services customized to meet the strategic financial objectives of our clients with dedicated & focused approach towards wealth-creation for our stakeholders."
The ideal candidate will have experience in all stages of the sales cycle. They should be confident with building new client relationship and maintaining existing ones. They should have evidence of strong skills and possess good negotiation skills.
Key Accountability:
•Build relationships with prospective clients
•Maintain consistent contact with existing clients
•Manage sales pipeline
•Analyze market and establish competitive advantages
•Track metrics to ensure targets are hit
• Recruit & Activate advisors as per plan (activation on a monthly basis).
• Ensure active advisor productivity is maintained as per the plan.
• Establish interpersonal business relationship to facilitate work activities.
• Conduct meeting with reporting agents on a non-going basis to evaluate their performance & advise them on the same.
• Generate revenue & acquire new customers either face to face or digitally.
• Review with reporting manager on a weekly basis.
• Attend all meeting & training programs conducted by management.
• Ensure 3 joint calls are made on a daily basis.
• Comply with all the policies & procedures laid down by the company.
Key Performance Indicators:
• Achievement Of Sales Target
• Customer Satisfaction
• AP's Recruitment
• AP's Productivity
• AP's Activation
• Product MIX
• Business MIX
• Persistency
Qualifications/Ideal Profile/Applicant:
• Bachelor's degree 1+ years in sales industry
• Experience in full sales cycle including deal closing Demonstrated sales success
• Strong negotiation skills
• Convincing Attitude
• Strong communication and presentation skills
• CRM experience is preferred
Perks & Benefits:
• Performance & Incentives
• Health Insurance
• Travel Allowance/Petrol Allowance
• Performance-Based Appraisals
• Bonus - Annual/Half-Yearly/Quarterly
Email: [email protected]
Ph: 033 - 4604 7931
Mob: +91-98739 01547
HR Management
Team Edrica Group
