Key Responsibilities
- Identify and approach potential clients and investors through field sales and networking.
- Generate new leads through personal networking, business connections, referrals, events, and other channels.
- Meet prospective clients in person and understand their financial and investment requirements.
- Present Wiztock's wealth management services and investment offerings professionally.
- Build and maintain strong relationships with prospective and existing clients.
- Follow up with leads and convert qualified prospects into clients.
- Achieve monthly and quarterly business development targets.
- Maintain accurate records of leads, meetings, follow-ups, and conversions.
- Work closely with the management and sales team to develop new client acquisition strategies.
- Represent Wiztock professionally when meeting clients and attending business events.
Pay: From ₹20,000.00 per month
Work Location: In person
