Job description
Roles & Responsibilities
- Handle customer portfolios and recommend appropriate bond and stock investment opportunities.
- Generate sales by convincing clients to choose the right investment products based on their financial goals.
- Maintain and strengthen relationships with existing clients through regular engagement and service support.
Provide complete broking services such as:
- Opening Demat & Trading Accounts
- Assisting customers in executing trades
- Conduct financial need analysis to offer personalized solutions.
Promote cross-selling across multiple financial products, including:
- Mutual Funds (SIP)
- General Insurance Products
- Bonds and Equity-Based Investments
- Ensure compliance with regulatory guidelines during all customer interactions.
- Achieve monthly business targets and contribute to overall team performance.
- Maintain proper follow-ups, documentation, and update client information in CRM systems.
Preferred Skills & Requirements
- Strong product knowledge in Insurance Sales, Mutual Fund Sales, Equity/Bond Investments
- Experience in Demat Account Opening and capital market operations
- Excellent communication, convincing, and customer service skills
- Ability to convert leads into business and meet sales targets
- Basic market knowledge and interest in finance & stock market
- NISM Certification preferred (or willing to complete after joining)
Educational Qualification
- Any Graduate / Post Graduate (Finance preferred)
Benefits
- Competitive salary with attractive incentives
- Fast career growth into Relationship Manager roles
- Training support on financial products and regulatory certifications
Pay: ₹28,229.81 - ₹60,157.46 per month
Benefits:
- Health insurance
- Provident Fund
- Work from home
Work Location: In person
