- Acquire 7-8 current clients per month through market visits, networking, and lead generation.
- Cross-sell investment products such as SIPs, Mutual Funds, Insurance, Equity, and Demat Accounts.
- Generate revenue from sourced accounts by promoting relevant financial products.
- Achieve a target of 5 SIPs per month with a minimum investment of 2,000 each.
- Build and maintain long-term client relationships.
- Understand customer investment needs and provide suitable financial solutions.
- Meet monthly and quarterly sales targets.
Eligibility Criteria:
- Minimum 6 months of sales experience in CASA, Insurance, Demat, SIPs, Mutual Funds, or Financial Products.
- Strong communication and relationship-building skills.
- Good understanding of broking operations and financial services.
- Experience in the broking industry will be an added advantage.