1 - 5 years
3 - 8 Lacs
Posted:5 days ago|
Platform:
Work from Office
Full Time
Client Acquisition: Identify and acquire new high-net-worth and retail clients interested in investing in Pre-IPO and Unlisted Equity shares. Leverage leads, networks, and personal connections to build a client base. Sales & Revenue Generation: Promote and sell financial products like Pre-IPO shares, Unlisted Equity, Mutual Funds, SIPs, Bonds, etc. Drive revenue growth by meeting monthly and quarterly sales targets. Convert investor interest into transactions with consistent follow-ups and consultative selling. Client Relationship Management: Maintain strong relationships with existing clients to drive repeat business and referrals. Provide product knowledge, market updates, and timely portfolio recommendations. Market Intelligence: Stay updated on market trends, Pre-IPO opportunities, and newly listed/unlisted investment vehicles. Collaborate with the research team to deliver the best investment advice to clients. Reporting & Compliance: Maintain accurate records of client interactions, investment plans, and revenue milestones. Ensure adherence to SEBI and internal compliance regulations. Skills Required: Strong communication and presentation skills Excellent understanding of equity markets, Pre-IPO & Unlisted share ecosystem Result-oriented mindset with proven sales track record Ability to work independently and meet targets Perks & Benefits: Fixed Monthly Salary Performance-Linked Incentives (no upper cap) Exposure to niche investment products like Pre-IPOs and Unlisted Shares Growth opportunities in a fast-growing SEBI-registered firm
I Cap Financial Services
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