Key Responsibilities
- Regularly engage with existing clients through telephone calls, emails, WhatsApp, and personal meetings.
- Understand clients’ financial goals, investment requirements, and risk profiles.
- Create awareness and generate business for various financial products, including:
- Mutual Funds
- Stock Broking and Demat Accounts
- Bonds and Fixed-Income Products
- Corporate and Bank Fixed Deposits
- Other investment and financial products offered by the company
- Identify opportunities for additional investments and cross-selling among existing clients.
- Provide clients with information about new investment products, schemes, market opportunities, and company offerings.
- Acquire new clients through referrals, networking, prospecting, cold calling, and other business-development activities.
- Generate leads and regularly follow up with prospective clients.
- Schedule and conduct client meetings, either independently or along with senior management.
- Encourage satisfied clients to provide references and introductions to prospective investors.
- Maintain long-term relationships with clients and ensure regular engagement.
- Coordinate with internal teams for client onboarding, documentation, investment transactions, and service-related requirements.
- Maintain accurate records of client interactions, leads, follow-ups, meetings, and business generated.
- Work towards achieving monthly and annual targets for new-client acquisition, investments, and revenue.
- Incentives will be paid on meeting targets
Pay: ₹275,000.00 - ₹360,000.00 per year
Benefits:
Work Location: Hybrid remote in Mumbai, Maharashtra
