0 - 1 years

2 - 3 Lacs

Posted:3 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

  • Acquire and manage clients through

    B2B and B2C

    channels for financial products like Mutual Funds, Insurance, Unlisted Shares, and Demat Accounts.
  • Provide personalized financial and investment advice based on client needs.
  • Maintain long-term client relationships and ensure excellent service delivery.
  • Achieve monthly sales, revenue, and business growth targets.
  • Coordinate with internal and external teams for smooth operations and client servicing.

Candidate Profile*

  • Strong interest in finance, investments, and capital markets.
  • Excellent communication, sales, and relationship management skills.
  • Target-driven, self-motivated, and eager to build a career in financial advisory.
  • Freshers and experienced candidates are welcome.

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