Experience: 2+ years in selling financial products/services
Education: Graduate in any stream
Key Responsibilities
- Acquire and manage clients while increasing AUM and wallet share.
- Generate assets through Mutual Funds, PMS, AIF, Corporate FD, SGB, Insurance and other investment products.
- Achieve asset collection, SIP and revenue targets for the mapped client portfolio.
- Reactivate existing clients and acquire current clients.
- Conduct 2–3 client meetings per day through physical/virtual meetings.
- Build strong client relationships and ensure regular engagement.
- Identify opportunities to increase SIP flows, investments and overall client penetration.
Required Skills:
- Strong communication and interpersonal skills.
- Good knowledge of financial markets and investment products.
- Client-focused and target-oriented approach.
- Ability to develop and maintain client relationships.
- Self-motivated, adaptable and a good team player.
- Fluency in the local language is an added advantage.