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PA Wealth Pvt Ltd logo
Relationship Manager - Stocks Advisory SALES PA Wealth Pvt Ltd

2.0 - 6.0 years

0 Lacs

ludhiana, punjab

On-site

As a sales representative for our stock advisory services, your main responsibility will be to reach out to potential clients via phone, email, or in-person meetings. You will need to understand the client's needs, financial goals, and risk appetite in order to suggest appropriate plans that align with their requirements. It is crucial to maintain regular follow-up and client relationship management to ensure customer satisfaction and loyalty. Meeting or exceeding monthly and quarterly sales targets will be a key performance indicator for this role. You will collaborate closely with our research and advisory teams to provide clients with timely updates and insights. Keeping accurate records ...

Posted 2 months ago

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