Company: Choice Equity Broking | Location: Pan India | Job Type: Full Time
Job Purpose:
To acquire and manage clients by understanding their financial and investment needs, providing suitable investment solutions, and building long-term relationships. The role is responsible for driving client acquisition, cross selling a diverse range of financial products, and achieving revenue and asset growth targets while ensuring high-quality client experience.
Job Description:
New 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, AIFs, Bonds, Unlisted Shares, IAP, and other financial services offered by Choice.
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.
Role Requirements:
Education: Graduate in any discipline.
Experience: Minimum 1 year of relevant experience in the Broking, BFSI, NBFC, or Financial Services industry.
Skills & Competencies:
Robust product knowledge across Equity, Mutual Funds, Insurance & other investment products
Strong Client Acquisition & Relationship Management Skills
Ability to identify client needs and effectively cross-sell/upsell relevant investment and financial products.
Why Join Us?
Growth opportunities: Chance to build and grow your career in the agile financial services industry.
Diverse Product Exposure: Work across a wide range of investment and financial products while serving diverse client needs.
Performance & Rewards: Be part of a performance-driven environment that recognizes achievements and offers opportunities for prof