Job Summary
- Meet new clients through contacts, referrals, and databases.
- Help clients choose the right financial products through basic financial planning.
- Guide new clients to the central team for smooth service.
- Take part in client meetings and planning activities.
- Work with products like Mutual Funds, Insurance, PMS, and Wealth Services.
Responsibilities
- Talk to clients and suggest suitable financial products.
- Understand client needs and help find the right solutions.
- Keep in touch with clients and build good relationships.
- Share new opportunities with the team.
- Know about other companies to stay ahead.
- Follow good service and business practices.
- Help maintain a strong and trusted company image.
Requirements
- Graduate in any stream (must)
- Experience in meeting or talking to clients directly
- Background in banking, broking, or insurance preferred
- Good communication and people skills
- Basic knowledge of financial products
Job Details
- Job Type: Full-time
- Shift: Day shift
- Salary: ₹1,20,000 – ₹1,50,000 per year
Extra Benefits
- Health insurance
- Travel allowance
- Mobile/internet bill support
- Commission on sales
- Performance and yearly bonus
Job Type: Full-time
Pay: ₹10,000.00 - ₹20,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
Schedule:
Supplemental Pay:
- Performance bonus
- Yearly bonus
Work Location: In person
