Posted:6 hours ago|
Platform:
On-site
Full Time
* Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and
empathy.
* Would be responsible for Relationship Building & Management with the customer for Sales & Services of Financial Products of
Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.]
* Manage customers in the branch or through client visits & provide Financial / Investment Advisory.
* Develop new relations through referencing & other sources.
* Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations
of the organization.
* Having fantastic, value creating & memorable conversations with clients every single day!
* Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and
monitoring those solutions.
* Managing investment portfolios and making people ready to meet their financial goals by following the financial planning
process.
* Identify & recruit right quality partners to build a strong partner base.
* Ensure that the selling through team of partners is aligned to all business quality metrics.
* Be the first point of contact for the customer to authenticate to concerns raised and validate with authorities.
Job Type: Full-time
Pay: ₹18,000.00 - ₹22,000.00 per month
Schedule:
Language:
Location:
Work Location: In person
Anytime Invest
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