Role & responsibilities

- Identify and source potential retail, HNI, and UHNI clients interested in opening wealth management, stock trading, or insurance accounts.

- Connect with prospective clients via digital marketing, personal networking, or social media to introduce our corporate investment platform.

- Categorize potential leads based on their financial profile into predefined target segments (Retail, HNI, or UHNI).

- Securely upload qualified leads into the Company's backend tracking system for immediate assignment to our advisory team.

- Act as a bridge between the client and our certified specialists until the account activation phase.

Preferred candidate profile

- Excellent communication, networking, and relationship-building skills.
- Ability to work independently from home with a smartphone/laptop and reliable internet connectivity.
- Past experience in sales, banking, insurance, network marketing, or digital lead generation is a major plus but not mandatory.

📌 Business Associate - Investment & Insurance (Commission Only) (Mumbai)
🏢 Growth Spot Services
📍 Mumbai