Role & responsibilities
Generate leads and acquire current clients for SEBI registered stock market investment advisory & portfolio management (PMS) services.
Explain company products and investment plans to prospective customers.
Achieve monthly sales targets through outbound and inbound sales activities.
Conduct follow-ups and maintain long-term client relationships.
Promote services through digital and offline marketing campaigns.
Coordinate with the research and customer support teams to ensure client satisfaction.
Stay updated on market trends and competitor activities.
Ensure compliance with company policies and applicable financial regulations.
📌 Sales And Marketing Executive Pune
🏢 Vansh Capital
📍 Pune
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