R1. Client Acquisition & Lead Generation

* Identify potential clients interested in investment products and financial services.

* Generate leads through cold calling, references, walk-ins, digital campaigns, and networking.

* Build a pipeline of prospective customers for Demat accounts, mutual funds, SIPs, bonds, insurance, and other investment solutions.

2. Understanding Client Needs

* Interact with clients to understand their financial goals, income, risk appetite, and investment horizon.

* Analyze customer requirements and suggest suitable investment options accordingly.

* Educate clients about the benefits, risks, and expected returns of different investment products.

3. Selling Investment Products

* Promote and sell financial products such as:

* Demat & Trading Accounts

* Mutual Funds / SIPs

* Equity & Derivative Products

* Bonds / Fixed Income Products

* Insurance & Wealth Solutions

* PMS / Advisory Services (if applicable)

* Achieve monthly sales and revenue targets assigned by the company.

4. Client Relationship Management

* Build solid long-term relationships with clients through regular follow-ups.

* Maintain trust by offering timely service and accurate product information.

* Resolve client queries related to investments, account opening, transactions, and portfolio services.

5. Portfolio & Investment Guidance Support

* Assist clients in starting their investment journey with proper onboarding support.

* Coordinate with research/advisory teams to share relevant investment ideas with clients.

* Encourage clients to diversify and invest regularly as per their goals.

6. Account Opening & Documentation

* Guide clients in completing KYC, Demat account opening,



and other required documentation.

* Ensure all forms and documents are properly collected and submitted.

* Coordinate with operations teams for smooth processing of client accounts.

7. Follow-Up & Conversion

* Follow up with interested prospects and convert them into active investors.

* Reconnect with inactive clients and encourage fresh investments or reactivation.

* Maintain records of leads, meetings, calls, and conversions.

8. Market Knowledge & Product Awareness

* Stay updated with stock market trends, mutual fund performance, economic news, and company offerings.

* Understand the features, charges, benefits, and risks of all financial products being sold.

* Attend internal training sessions and product briefings regularly.

9. Compliance & Ethical Selling

* Ensure all sales are done in accordance with company policies and regulatory guidelines.

* Avoid mis-selling and provide accurate, transparent information to clients.

* Maintain confidentiality of client data and financial information.

10. Reporting & Coordination

* Prepare daily/weekly sales reports and update CRM with lead and client activity.

* Coordinate with branch managers, relationship managers, operations, and customer support teams.

* Share feedback from clients to improve service and sales strategies.

Key Skills Required

* Strong communication and convincing skills

* Sales and negotiation ability

* Basic understanding of stock market / investment products

* Relationship-building skills

* Target-oriented mindset

* Good follow-up and persuasion skills

* Knowledge of KYC/Demat process is a plusole & responsibilities

Preferred candidate profile

📌 Investment Consultant (Rajasthan)
🏢 Bharatmoney Financial Services
📍 Rajasthan