Advising clients on mergers and acquisitions (M&A), raising capital through equity (like IPOs) or debt issuance, and creating financial models to evaluate deals and assess risk. Advise clients on strategic financial decisions, including whether to merge, acquire, or issue securities to meet their goals. Manage & Acquire HNI Clients & their financial portfolio. Achieve sales target through selling financial products Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹40,000.00 per month Work Location: In person
Prospecting and sales: Identify and pursue new business opportunities and clients to sell financial products and services. Client relationship management: Build and maintain strong relationships with both new and existing clients to drive sales and ensure customer satisfaction. Needs assessment: Meet with clients to understand their financial needs, goals, and risk tolerance to recommend suitable products. Product knowledge: Maintain up-to-date knowledge of financial products and services (e.g., loans, investments, insurance) to effectively advise clients. Sales target achievement: Meet and exceed individual and team sales targets and quotas. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹50,000.00 per month Work Location: In person
Advising clients on mergers and acquisitions (M&A), raising capital through equity (like IPOs) or debt issuance, and creating financial models to evaluate deals and assess risk. Advise clients on strategic financial decisions, including whether to merge, acquire, or issue securities to meet their goals. Manage & Acquire HNI Clients & their financial portfolio. Achieve sales target through selling financial products Job Types: Full-time, Permanent, Fresher Pay: ₹15,000.00 - ₹40,000.00 per month Work Location: In person
Prospecting and sales: Identify and pursue new business opportunities and clients to sell financial products and services. Client relationship management: Build and maintain strong relationships with both new and existing clients to drive sales and ensure customer satisfaction. Needs assessment: Meet with clients to understand their financial needs, goals, and risk tolerance to recommend suitable products. Product knowledge: Maintain up-to-date knowledge of financial products and services (e.g., loans, investments, insurance) to effectively advise clients. Sales target achievement: Meet and exceed individual and team sales targets and quotas. Job Types: Full-time, Permanent Pay: ₹20,000.00 - ₹50,000.00 per month Work Location: In person