- Acquire recent clients through self-generated leads, references, and open-market activities.
- Sell and promote Mutual Funds, SIPs, Demat accounts, equity/broking and other investment products.
- Manage and strengthen relationships with existing clients.
- Understand client financial goals and recommend suitable investment solutions.
- Generate leads through calling, references, networking, and field activities.
- Achieve monthly sales, revenue, and client acquisition targets.
- Drive cross-selling and upselling of investment and financial products.
- Maintain regular follow-ups with prospects and convert leads into active clients.
- Provide after-sales service and maintain long-term client relationships.