Job description

Role & Responsibilities:

- Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
- Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
- Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
- Achieve a target of 5 SIPs per month, each of Rs. 2000.
- Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
- Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

Preferred Candidate Profile:

- Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.




- Solid communication and interpersonal skills with the ability to engage and build relationships with clients.
- Good knowledge of broking and operations within the financial services industry.
- Prior experience in the broking industry is a plus.

Perks and Benefits:

- PF and Insurance coverage
- Fixed salary with attractive performance-based incentives

Interview Process:

- HR Round
- Sales Manager Round

Take the Next Step Apply Now !
To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.

HR Rutuja (phone hidden)

📌 Relationship Manager (Kolkata)
🏢 Credicus Business Services
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