Posted:18 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Greetings from "APEX SERVICES"

Roles and Responsibilities:

1) New client acquisition
2) Cross selling of third party investment products3) Revenue generation revenue to be generated from the all the products from sourced accounts4) Understanding clients' financial goals, risk profiles, and investment needs.5) Providing personalized financial advice and guidance to clients.

Skills

1) Graduate / Post graduate with Min 1 yrs exp in direct selling of financial products from any financial services        industry.
2) Proven experience in sales, client acquisition, and relationship building. 

 

apex.shivprabhahr@gmail.com

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Apex Services. Hiring For One of the leading broking firm logo
Apex Services. Hiring For One of the leading broking firm

Financial Services / Broking

New York

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