- New Client Acquisition: Identify and onboard current clients to expand the customer base and strengthen relationships.
- Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.
- Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
- Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.
Desired Profile / Criteria / Skills :
- Educational Qualifications: Graduate with Minimum 50%
- Experience: 1+ Years of experience in NBFC & BFSI Sales
- Domain Knowledge : Equity Market
📌 RM Retail _Pune (Pune)
🏢 JobStation
📍 Pune
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