Seguro Investment Counsellor

  • 2-3 yrs
  • Not Disclosed

Job Description

The incumbent will support the team on prospecting, conversion of prospects and providing knowledge of the markets industry. Responsible for generating revenue and volumes from Investment product sales through the Sales channel, Responsible for post sale service and cross sell opportunities. Attend conduct all relevant training and briefings. Participate actively at meetings and discussion and contribute ideas on how products can be better packaged and sold to customers. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers queries. Work hand in hand with team members, Service Manager to ensure that all objectives of the team are met and there is team harmony and unity. Ensure sales and compliance standards are adhered to in financial planning asset allocation product sales etc. Support in all marketing and acquisition activities for the region. Support Product team with ideation implementation of new products.