- Acquire and onboard current clients.
- Generate Demat, Mutual Fund, and Insurance business.
- Conduct financial need analysis and recommend suitable investment products.
- Maintain and grow client portfolios (AUM).
- Provide regular market updates and portfolio reviews.
- Cross-sell wealth management products (MF, Insurance, Bonds, NPS, etc.).
- Achieve revenue, AUM, and client acquisition targets.
- Ensure compliance with SEBI, AMFI, and company guidelines.
- Deliver excellent post-sales service and build long-term relationships.
Preferred Skills:
- Strong communication and relationship-building skills.
- Knowledge of financial markets and investment products.
- Sales and negotiation skills.
- Client-focused approach with analytical thinking.
Qualification:
- Graduate (MBA/Finance preferred)
- NISM certification preferred
- Experience in Banking, Broking, Mutual Funds, or Wealth Management is an advantage.