Job Overview
Develop and manage high-value client relationships, promote investment and trading solutions, and achieve sales targets through strategic business development initiatives.
1) Identified and acquired new clients through cold calling, client references, networking, and scheduled appointments.
2) Explained the company profile, financial products, and advisory services to prospective and existing clients.
3) Promoted investment solutions across Equity, Currency trading, Mutual Funds, SIPs, Insurance, PMS, and Bonds.Cross-sold financial products to existing clients to maximize portfolio value and revenue generation.
4) Actively supported branch promotional and marketing activities to enhance business visibility and lead generation.
5) Maintained strong client relationships through regular follow-ups to ensure long-term engagement and retention.
6) Achieved assigned monthly and quarterly sales targets in line with branch and organizational objectives
Seeking a proactive and target-oriented sales professional or fresher with up to 3 years of experience in capital market, mutual funds, and investment products, possessing strong client acquisition and relationship management abilities.