06 Sep
|
JB Group of companies
|
Kolkata
06 Sep
JB Group of companies
Kolkata
Acquire current clients through proactive sales and marketing efforts
- Promote and sell financial products including:
- Mutual Funds
- PMS (Portfolio Management Services)
- Insurance (Life & General)
- Equity & Trading Accounts
- Financial Planning Services
- Build and maintain strong client relationships to ensure long-term engagement
- Conduct client meetings, presentations, and investment discussions
- Understand client financial goals and recommend suitable investment strategies
- Achieve monthly and quarterly sales targets
- Coordinate with internal teams for seamless onboarding and servicing
- Stay updated with market trends, financial products, and regulatory changes
Education:
- Bachelor's (preferred)
Experience:
- Sales: 3 years (preferred)
Work Location: In person
📌 Sales & Marketing Executive - Financial Services (Kolkata)
🏢 JB Group of companies
📍 Kolkata