Role & responsibilities
Will be responsible for primarily selling Equity based investment products.
Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
Responsible for achieving targets as assigned by the organization on a monthly basis.
Provide regular updates to the immediate superior as an when required.
Preferred candidate profile
Graduate/ Post Graduate
7-16years of experience in Wealth Product like PMS,AIF ,Mutual Fund & Advisory
Experience in direct selling of financial product like Equity/ Mutual Fund/Commodity
Perks and perks
Versatile Working
Health and Life Insurance
Incentive based in class incentive structure
Work Life BalanceRole & responsibilities