Job Overview
- Generate new business opportunities through direct customer interactions and referrals.
- Build and maintain long-term relationships with clients.
- Promote financial and investment products to prospective customers.
- Achieve sales and revenue targets as assigned by the organization. - Acquire new clients through prospecting, referrals, field visits, and lead-generation activities.
- Promote and generate business for investment and wealth management products.
- Understand customer financial goals and recommend suitable investment solutions.
- Drive sales of financial products including:
- Mutual Funds (MF)
- SIPs (Systematic Investment Plans)
- Equity & Demat Accounts
- Bonds and Fixed Income Products
- Wealth Management Solutions
- Conduct client meetings, presentations, and investment awareness sessions.
- Achieve monthly, quarterly, and annual business targets.
- Monitor market trends and identify new business opportunities.
- 2–4 years of experience in sales, business development, or client acquisition.
- Strong communication, negotiation, and relationship-building skills.
- Self-motivated with a target-driven approach.
- Ability to understand customer requirements and provide suitable solutions.