Responsible for business development and client acquisition across Forex, Mutual Funds, Wealth Management, Equity Broking, and RTA services. Conducted field sales, financial need analysis, investment advisory, Demat and trading account acquisition, forex solutions, and mutual fund distribution while ensuring compliance with SEBI regulations, NSE/BSE guidelines, KYC, and AML norms. Developed solid client relationships, achieved sales targets, and delivered comprehensive financial solutions through cross-selling and portfolio management.
📌 Field Sales Executive (Dehradun)
🏢 Alankit
📍 Dehradun
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