- Responsible for primarily selling equity-based investment products.
- Identify customer needs, assess their risk appetite, and provide suitable investment options.
- Achieve targets assigned by the organization on a monthly basis.
- Provide regular updates to the immediate superior as and when required.
Required Education, Skill Set & Knowledge:-
- Graduate / Postgraduate.
- Experience in direct selling of financial products such as equity, mutual funds, commodities, or derivatives.
- Candidates with Assets Under Management (AUM) of ₹20 Cr and above, along withstrong HNI connections, will have an added advantage.
- Good communication and presentation skills.
- Pleasing personality with a positive attitude.
- Self-starter, proactive, and target-oriented with robust relationship-building skills.