- Develop and maintain relationships with existing clients to increase sales revenue through cross-selling of mutual funds, PMS, AIFs, and other financial products.
- Identify new business opportunities by prospecting for potential clients and building a strong pipeline of leads.
- Collaborate with internal teams to resolve client queries and issues in a timely manner.
- Analyze market trends and competitor activity to stay ahead in the competitive distribution landscape.
Job Requirements :
- 1-4 years of experience in B2B sales or franchisee development in the financial services industry.
- Strong understanding of distribution channel sales, including sub-broking and distribution development.
- Proven track record of meeting or exceeding sales targets in a rapid-paced environment.
📌 Wealth Manager (Pune)
🏢 Choice International
📍 Pune
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