Job Overview
Scope of the role: The role involves acquiring new clients, understanding their financial goals and investment needs, recommending suitable investment solutions, building strong client relationships, and achieving assigned business targets.
Job Responsibilities:
1. Acquire new clients and generate leads. 2. Understand clients’ financial goals and investment needs. 3. Recommend suitable investment products and solutions. 4. Build and maintain strong client relationships. 5. Promote financial and investment products. 6. Achieve assigned sales and business targets. 7. Follow up with clients and provide ongoing support.
Ideal Candidate: Graduate with good communication and interpersonal skills. Candidates with experience in investment, banking, financial services, insurance, or direct sales are preferred. Should be confident, target-oriented, and strong in client relationship management.