Work Timings: 9:30 AM 6:30 PM
Week Offs: All Sundays + 2nd & 3rd Saturday
Bank Holidays: As per BSE / market holiday calendar
What the role is about
Acquiring the current clients.
Sales Meeting.
Youll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building.
Key Responsibilities
Prospect, acquire, and onboard clients
Understand client goals and recommend suitable investment products
Maintain long-term client relationships
Guide clients on mutual funds, insurance, and other investment avenues
Ensure compliance with regulatory guidelines
Who we are looking for
Someone who enjoys sales and interaction with people
Prior experience in investments / banking / mutual funds / insurance
Working knowledge of financial products
NISM V-A is mandatory
Strong communication and client handling skills