Work from Office
Full Time
Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads
. • Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGBs) etc. and any other products which may be launched in the future based on the needs of the customer.
• Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling.
• Ensure the maintenance and growth of Assets under Management (AUM) within the branch.
• Educate potential prospects about the company, its products, and services.
• Provide regular updates to clients through research reports on equity, new mutual fund schemes, New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends.
• Market knowledge (understand the dynamics of financial business) • Resourcefulness • Convincing skills • Analytical skills • Communication Skills (Must be well versed in local & English language, articulate in a professional manner both written & verbal)
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