- Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
- Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
- Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
- Achieve a target of 5 SIPs per month, each of Rs. 2000.
- Build and maintain robust client relationships, understanding their needs and offering tailored investment solutions.
- Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.
Preferred Candidate Profile:
- Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
- Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
- Good knowledge of broking and operations within the financial services industry.
- Prior experience in the broking industry is a plus.
Perks and Benefits:
- PF and Insurance coverage
- Fixed salary with attractive performance-based incentives
Interview Process:
- HR Round
- Sales Manager Round
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To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.