4 - 9 years

15 - 20 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities:

• Achieve revenue targets

• Acquire new accounts per annum with a minimum margin per account.

• Actively prospect and engage in client acquisition efforts to grow the business.

• Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs.

• Perform regular portfolio reviews to ensure client investment objectives are met.

• Attend team meetings and contribute to the team's success by sharing experiences and client feedback.

• Maintain a high-level of product knowledge and stay informed with industry trends and changes.

• Sell and distribute products such as Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds.

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