Key Responsibilities:
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:
Robust 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.