Job Description:
Recent Client Acquisition: Identify and onboard current clients to expand the customer base and strengthen relationships.
Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.
Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.
Desired Profile / Criteria / Skills :
Educational Qualifications: Graduate with Minimum 50%
Experience: 1+ Years of experience in NBFC & BFSI Sales
Domain Knowledge : Equity Market
📌 Retail Rm Surat Surat (India)
🏢 JobStation Enterprise
📍 India
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