Posted:2 weeks ago|
Platform:
On-site
Full Time
Sales & Business Development
Actively identify, prospect, and acquire new clients through various channels (e.g., branch walk-ins, referrals, digital leads).
Understand client financial needs, risk appetite, and investment goals through detailed one-on-one consultations.
Present and recommend suitable mutual fund schemes and other investment products that align with the client's profile.
Achieve and exceed monthly, quarterly, and annual sales targets (AUM - Assets Under Management).
Job Type: Full-time
Work Location: In person
Job Type: Full-time
Pay: ₹15,000.00 - ₹35,000.00 per month
Work Location: In person
Vanshi Wealth Pvt. Ltd.
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