Key Responsibilities:
Build and maintain strong relationships with existing and prospective clients.
Promote and acquire new DEMAT accounts.
Cross-sell financial products including:
Insurance
Mutual Funds
Bonds
Investment & Wealth Management Solutions
Understand client financial needs and provide suitable investment recommendations.
Ensure high levels of customer satisfaction and service.
Achieve business and revenue targets through client acquisition and portfolio growth.
Requirements:
Excellent communication and relationship-building skills.
Experience in financial services, banking, broking, or wealth management preferred.
Knowledge of capital markets, mutual funds, insurance, and investment products.
Goal-oriented with a strong sales mindset.
Pay: ₹325,000.00 - ₹550,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Life insurance
- Paid sick time
- Provident Fund
Work Location: In person
