Acquire new clients and open Demat accounts. Advise clients on mutual funds & insurance as per their financial goals. Maintain strong client relationships & provide after-sales service. Achieve sales and revenue targets. Sales incentives
Acquire and manage clients through B2B and B2C channels for financial products like Mutual Funds, Insurance, Unlisted Shares, and Demat Accounts. Provide personalized financial and investment advice based on client needs. Maintain long-term client relationships and ensure excellent service delivery. Achieve monthly sales, revenue, and business growth targets. Coordinate with internal and external teams for smooth operations and client servicing. Candidate Profile* Strong interest in finance, investments, and capital markets. Excellent communication, sales, and relationship management skills. Target-driven, self-motivated, and eager to build a career in financial advisory. Freshers and experienced candidates are welcome.