1. Client Acquisition & Relationship Management

- Acquire recent clients through field visits, referrals, or leads.
- Maintain and grow relationships with existing clients.
- Conduct regular client portfolio reviews and follow-ups.

2. Investment Planning & Recommendations

- Evaluate the financial objectives and risk profiles of clients.
- Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.).
- Guide clients on financial products and strategies in a simple manner.

3.Targets Achievement with Concept Selling

- Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.)
- Meet or exceed the organisation's sales targets.

4.Stay updated on Product Knowledge

- Stay informed about market trends, investment & insurance products, and regulatory updates.
- Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM)
- Coordinate with internal teams (sales, operations, and other departments) and provide regular performance reports to the Immediate Supervisor.

Pay: ₹20,000.00 - ₹50,000.00 per month

Benefits:

- Paid sick time
- Paid time off
- Provident Fund

Work Location: In person

📌 Business Development Executive (BDE) (India)
🏢 SAFEinvest
📍 India