Role & responsibilities
Manage a designated set of business partners in accordance with KRAs to drive revenue growth.
Proactively contact business partners and their clients daily or frequently to promote our broking services and cross-sell our comprehensive range of financial products.
Conduct regular meetings with business partners and their clients to understand their needs, provide solutions, and strengthen relationships.
Achieve cross-selling targets for all MOFSL products, ensuring maximum client engagement and revenue generation.
Participate in all mandatory training sessions to stay updated on product knowledge, compliance requirements, and sales techniques.
Maintain 100% adherence to company policies and compliance regulations to uphold our integrity and reputation.
Preferred candidate profile
Education: Minimum Graduate in any discipline.
Experience: 13 years of experience in broking, trading, or financial advisory preferred.
Financial Knowledge: Basic understanding of equity markets, trading platforms, and investment products.
Skills:
Robust communication & networking skills
Customer-focused approach
Ability to manage multiple clients independently
Other Requirements: Passion for financial markets and willingness to build long-term client relationships.