Punji Baazar

Job Responsibilities : Actively sell financial investment products such as PMS (Portfolio Management Services) , AIF (Alternative Investment Funds) , Mutual Funds , etc. Acquire and manage a portfolio of HNI and affluent clients. Understand client financial goals and recommend suitable investment products accordingly. Develop and maintain long-term relationships with clients for repeat business and referrals. Coordinate with internal product teams and ensure seamless client servicing. Track and report on sales targets, market trends, and customer feedback. Desired Candidate Profile : Experience : Minimum 0 -5 years of relevant experience in selling financial products. (Candidates with more experience will be considered for senior positions) (Exceptional freshers with a passion for finance and investment may also be evaluated) Gender : Male/Female Education : Graduate/Postgraduate with a background or interest in Finance, Economics, or related fields. Relocation : Open to candidates from any location, provided they are willing to relocate to the posting location if required. Key Skills : Strong communication and interpersonal skills. Pleasant and professional personality. Sound understanding of financial markets, investment instruments, and client servicing. Ability to work independently and as part of a team. Target-oriented mindset with a focus on growth and client satisfaction.