Role & responsibilities
- Acquire current customers and achieve assigned revenue and asset targets.
- Generate leads and update them regularly in the Lead Management System.
- Promote financial products and services through sales activities.
- Drive client activation and cross-selling of MF, PMS, and Insurance products.
- Build strong client relationships and generate referrals.
Preferred candidate profile
- Graduate in any stream with basic knowledge of financial markets across different product lines.
- Candidate with NISM 5A , NISM 8 and IRDA Certficate will be preffered
- At least 2 years exp in Selling financial products and services
Interested candidate can share their CVs on mail ID
[email protected]
📌 Relationship Manager - Wealth Management (Thane)
🏢 Sharekhan
📍 Thane