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 new clients.
Conduct 2–3 client meetings per day through physical/virtual meetings.
Build robust client relationships and ensure regular engagement.
Identify prospects to increase SIP flows, investments and overall client penetration.
Required Skills:
Robust 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.