Posted:4 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities

  1. Client Acquisition and Management

  2. Acquire new HNI clients and facilitate Demat and Trading account opening (online/offline).
  3. Build and maintain strong client relationships.
  4. Product Sales and Upselling

  5. Promote products like Life Insurance, Health Insurance, Mutual Funds, PMS, and AIF to clients.
  6. Lead Generation

  7. Generate leads through cold calls and open market activities.
  8. Portfolio Management

  9. Keep accurate records of client portfolios and interactions.
  10. Sales Targets

  11. Achieve assigned sales targets and contribute to business growth.
  12. Customer Support

  13. Manage client queries, resolve issues, and deliver excellent customer service.
  14. Compliance

  15. Ensure systems and processes comply with all regulatory requirements.

Skills

  • Strong communication and interpersonal skills.
  • Knowledge of financial products and markets.
  • Ability to handle customer relationships and meet sales goals.

Join us to help HNI clients achieve their financial goals with personalized solutions and outstanding service!

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