Client Acquisition & Relationship Management
Acquire recent clients through field visits, referrals, or leads.
Maintain and grow relationships with existing clients.
Conduct regular client portfolio reviews and follow-ups.
Investment Planning & Recommendations
Evaluate the financial objectives and risk profiles of clients.
Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.).
Guide clients on financial products and strategies in a straightforward manner.

3.Targets Achievement with Concept Selling
Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.)
Meet or exceed the organisation's sales targets.

4.Stay updated on Product Knowledge
Stay informed about market trends, investment & insurance products, and regulatory updates.
Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM)
Coordinate with internal teams (sales, operations, and other departments) and provide regular performance reports to the Immediate Supervisor.

Pay: ₹20,000.00 - ₹50,000.00 per month

Perks:
Paid sick time
Paid time off
Provident Fund

Work Location: In person

📌 Business Development Executive Bde Bardoli
🏢 SAFEinvest
📍 Bardoli