Job Overview
Scope of the Role
Acquiring new Demat Accounts, cross selling Mutual Funds, Equity, Debts, Life Insurance and other Wealth Products. Generating revenue through equity trading, and cross-selling financial products to meet monthly business targets.
Job Description
1) Acquire HNI clients, and actively open Demat and trading accounts. 2) Revenue Generation: Collect margins for equity, commodity, and currency trades. Generate income through value-packs, advisory services, and direct brokerage. 3) Cross-selling third-party financial products like Mutual Funds (MF), Portfolio Management Services (PMS), and Insurance. 4) Portfolio Management by understand a client’s risk profile to provide wealth creation, preservation, and enhancement solutions. 5)Compliance: Ensure all client interactions strictly adhere to SEBI and internal KYC regulations.
Ideal Candidates
Looking for candidates with minimum 2 to 5 years of sales experience in BFSI, acquiring new Demat Accounts. Cross selling mutual funds, insurance and other wealth products.