Key Responsibilities:
- Robust understanding of investment products, including Equity, F&O;, Commodity, PMS, Bonds, FD, Insurance, IPO, Stocks, Mutual Funds and alternative investments
- Will be responsible for onboarding customers for Equity and Mutual Funds
- Assess client needs and suggest customized recommendations to enhance their experience with our products and services
- Proactively reach out to clients to assess their needs and gather feedback
- Stay updated on market trends, economic developments, and changes in investment products to provide informed advice
- Act as a trusted partner, providing insights and support to help clients open their Demat and Trading accounts




- Identify opportunities for account growth and present solutions that align with client objectives
- Track and document client interactions in our CRM system to maintain accurate records and follow up as needed
- Stay updated on industry trends and company offerings to provide informed guidance to clients Maintain accurate records of client interactions and sales activities in the CRM system
- Collaborate with internal teams and external partners to deliver comprehensive financial solutions

Interested candidates can share their resume on [email protected]

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