Key Responsibilities
- Generate leads through field visits, referrals, cold calling, networking, and digital channels
- Acquire new clients for mutual funds, demat/trading accounts and investment products
- Meet prospective clients, assess their needs, and recommend suitable financial solutions
- Achieve monthly and quarterly targets for client acquisition, AUM, and revenue
- Manage the full sales cycle: prospecting, pitching, documentation, KYC, onboarding, and activation
- Build and maintain long-term relationships to drive cross-sell, up-sell, and referrals
- Coordinate with operations and back-office teams for smooth account opening and servicing
- Keep clients informed on market updates, new product launches, and portfolio reviews
- Maintain accurate records of leads, meetings, and conversions in CRM / trackers
Pay: From ₹10,000.00 per month
Work Location: In person
