Sales Associate Department: Sales Reporting to: Manager - Sales Role & Responsibilities o Report to the BOI IM Sales Manager in the respective cityo Will be covering and servicing BOI branches o Manage minimum 6-10 branches of Bank of India (depending on the size of the city & branch)o Represent BOI IM Investment Managers for the sale and service of BOI IM mutual fundso Maintain and build relationship with customers of the branch o Understand the products, market scenario and suggest investment options based on client profilingo Manage walk-in clients as well as follow up with leadso Ensure adequate branch visibility and display of all POP and marketing materialo Track and generate information about competition/activitieso Assists in organizing and conducting branch level activities, trainings etc. o Assist Marketing Officer of BOI to complete the KYCo Provide insights about the clientele of the branch to determine business potential
experience
5 ... Sales Associate Department: Sales Reporting to: Manager - Sales Role & Responsibilities o Report to the BOI IM Sales Manager in the respective cityo Will be covering and servicing BOI branches o Manage minimum 6-10 branches of Bank of India (depending on the size of the city & branch)o Represent BOI IM Investment Managers for the sale and service of BOI IM mutual fundso Maintain and build relationship with customers of the branch o Understand the products, market scenario and suggest investment options based on client profilingo Manage walk-in clients as well as follow up with leadso Ensure adequate branch visibility and display of all POP and marketing materialo Track and generate information about competition/activitieso Assists in organizing and conducting branch level activities, trainings etc. o Assist Marketing Officer of BOI to complete the KYCo Provide insights about the clientele of the branch to determine business potential
experience
5 
