Job Summary
Meet new clients through contacts, referrals, and databases.
Help clients choose the right financial products through basic financial planning.
Guide new clients to the central team for smooth service.
Take part in client meetings and planning activities.
Work with products like Mutual Funds, Insurance, PMS, and Wealth Services.
Responsibilities
Talk to clients and suggest suitable financial products.
Understand client needs and help find the right solutions.
Keep in touch with clients and build good relationships.
Share new opportunities with the team.
Know about other companies to stay ahead.
Follow positive service and business practices.
Help maintain a strong and trusted company image.
Requirements
Graduate in any stream (must)
Experience in meeting or talking to clients directly
Background in banking,
broking, or insurance preferred
Valuable communication and people skills
Basic knowledge of financial products
Job Details
Job Type: Full-time
Shift: Day shift
Salary: ₹1,20,000 – ₹1,50,000 per year
Extra Benefits
Health insurance
Travel allowance
Mobile/internet bill support
Commission on sales
Performance and yearly bonus
Job Type: Full-time
Pay: ₹10,000.00 - ₹20,000.00 per month
Advantages:
Cell phone reimbursement
Health insurance
Internet reimbursement
Schedule:
Day shift
Supplemental Pay:
Performance bonus
Yearly bonus
Work Location: In person
📌 Business Support Associate Salem
🏢 MS FUNDSMART
📍 Salem
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