Investment Sales Executive

1 - 2 years

3 - 8 Lacs

Posted:1 month ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Key Responsibilities:
Client Acquisition and Relationship Management:Identifying and cultivating new clientsSales of various financial instruments, such as stocks, bonds, and other investment products. Investment Strategy Development:Understanding client financial goals and risk tolerance, and developing tailored investment strategies. Communication and Education:Educating clients about investment products and communicating financial information clearly.

Strong Communication Effectively communicating financial information and building strong client relationships.
Financial Product Knowledge: Understanding various investment products and market dynamics

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