Role & responsibilities
- Build and maintain robust client relationships.
- Understand client financial needs and provide suitable guidance.
- Generate new leads and acquire clients.
- Explain financial products and investment services.
- Follow up with clients and resolve their queries.
- Achieve assigned sales and revenue targets.
- Maintain client records and CRM updates.
- Ensure compliance with company policies.
Preferred candidate profile
- Good communication and client handling skills.
- Knowledge of financial products and markets.
- Sales and relationship management experience.
- Target-oriented and customer-focused.
Perks and benefits
- Attractive salary + performance incentives.
- Career growth opportunities.
- Training and professional development.
- Supportive work environment.