Financial Sales Consultant

Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organisation, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy.

Key Responsibilities:

• Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals.
• Customer Onboarding: Assist clients with the complete Demat account opening process, ensuring that all documentation and KYC requirements are met.
• Relationship Management: Build and maintain strong relationships with clients by offering personalized solutions and addressing their needs effectively.
• Cross-Selling Financial Products: Promote and sell other relevant financial products (e.g., trading accounts, mutual funds, etc.) to increase client engagement and revenue.