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  • Sales and Distribution Management Assignment: Submitted By: Harshit Verma Anmol Singh Ayush Rathore

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    Harshit Verma
    3 vues10 pages
    BFC Capital is a financial services company that aims to provide superior risk-adjusted returns and a unique wealth management experience to clients. The company assesses client profiles and needs to provide tailored solutions for risk, return, liquidity, and taxes. Key services include corporate investment policies, financial planning, and tax calculators. Sales targets are set based on the salesperson's experience and references. Social media does not play a major role in the sales process. The sales strategy focuses on relationship building and adapting approaches to different situations. When handling objections, representatives position themselves as advisors rather than agents and prioritize maintaining relationships. Continuous learning is important for salespeople to increase knowledge, awareness, communication skills, and ability to build client relationships

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    BFC Capital is a financial services company that aims to provide superior risk-adjusted returns and a unique wealth management experience to clients. The company assesses client profiles and needs to provide tailored solutions for risk, return, liquidity, and taxes. Key services include corporate investment policies, financial planning, and tax calculators. Sales targets are set based on the salesperson's experience and references. Social media does not play a major role in the sales process. The sales strategy focuses on relationship building and adapting approaches to different situations. When handling objections, representatives position themselves as advisors rather than agents and prioritize maintaining relationships. Continuous learning is important for salespeople to increase knowledge, awareness, communication skills, and ability to build client relationships

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    3 vues10 pages

    Sales and Distribution Management Assignment: Submitted By: Harshit Verma Anmol Singh Ayush Rathore

    Transféré par

    Harshit Verma
    BFC Capital is a financial services company that aims to provide superior risk-adjusted returns and a unique wealth management experience to clients. The company assesses client profiles and needs to provide tailored solutions for risk, return, liquidity, and taxes. Key services include corporate investment policies, financial planning, and tax calculators. Sales targets are set based on the salesperson's experience and references. Social media does not play a major role in the sales process. The sales strategy focuses on relationship building and adapting approaches to different situations. When handling objections, representatives position themselves as advisors rather than agents and prioritize maintaining relationships. Continuous learning is important for salespeople to increase knowledge, awareness, communication skills, and ability to build client relationships

    Droits d'auteur :

    © All Rights Reserved
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    Signaler comme contenu inapproprié
    sur 10

    Sales and Distribution

    Management Assignment

    Submitted By: Harshit Verma


    Anmol Singh
    Ayush Rathore
    BFC Capital is a company promoted by young professionals with a
    vision to place the organization among the best Financial Service
    Providers. Our main endeavor is to provide solutions to our clients,
    after assessing the requirements of the client, by understanding his
    profile for risk, return, liquidity & tax liability. Our orientation is
    towards enhancing our customer service standards at all times.

    BFC Capital strives to provide consistent


    superior risk-adjusted returns to its
    clients and a unique wealth
    management experience in the industry
    Services:
    -Corporate Investment Policy
    -Financial Planning
    -Service flow charts

    Value Added Services:


    -Tax Ready Reconer
    -Financial Calculator
    What motivates you as a sales
    professional?
    Hunger for growth
    Individual salary - 80,000 Rs.
    Salary including expenses - 1,05,000 Rs.
    How you set the target for the sales?

    -) Reference of the sales person


    -) Experience of the sales person

    Month Sales Target Actual sale Deficient


    January 40 30 10
    February 50 45 5
    March 55
    What role does social media or play in
    your selling process?
    Social Media does not play a vital role in
    selling process for this particular firm.
    How would you describe your sales
    strategies?
    Create Relationship
    Different strategies according to different
    situation.
    Advisory: Monthly salary + 3 times FD
    Whats your approach to handling
    customer objection?
    We are advisors not agents.
    Speak politely , maintaining the relationship.
    According to situations like-
    -) Risk bearing capacity
    -) Investment Policy
    Sales team is better or Sales person?
    Sales Team Sales Person
    Two or more Individual
    Follow the team Leader Own Decision
    No Incentives Incentives
    Whats your opinion of the role of
    learning in sales?
    Increase Knowledge
    Awareness about everything
    Help to become extrovert
    Creating Relationship with Clients

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