Key Responsibilities
Generate recent business leads through digital marketing, referrals, and field activities.
Meet and convert company-provided leads into active trading and investment clients.
Expand the company’s reach by onboarding current Authorised Persons, Sub-brokers, Business Associates, and Channel Partners.
Provide complete business setup, training, and operational support to existing partners for smooth functioning.
Achieve assigned sales, revenue, and business growth targets as per company goals.
Present and explain company services, products, and partnership models to potential clients and associates.
Customize business proposals and investment solutions according to client needs and current market trends.
Maintain timely and accurate updates of all client interactions, leads, and progress reports in the CRM system.
Job Type: Full time
Pay: ₹18,000.00 - ₹22,000.00 per month
Work Location: In person
📌 Investment Relationship Manager Mumbai City (India)
🏢 Lakshmishree Investment & Securities
📍 India
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