Profile: RM Equity Sales

Experience: Sales experience of at least 2 years of Equity products, Mutual Funds, SIP, Demat Accounts, PMS, RIA & AIF products).

Roles:

Acquire new clients for equity broking and investment products. Generate business through Equity, Mutual Funds, SIP, Demat, PMS, RIA and AIF products. Build and maintain solid relationships with existing and prospective clients. Increase revenue through cross-selling and upselling of investment products. Develop and execute sales strategies to achieve monthly and annual targets. Identify current business opportunities and expand the client base. Acquire and onboard Authorised Persons (APs) to strengthen the business network. Understand client investment requirements and recommend suitable products. Handle client queries and coordinate for timely resolution of grievances. Maintain regular follow-ups with prospects and existing clients. Educate clients about equity products, market prospects and investment offerings. Maintain accurate records of client interactions, leads and sales activities. Qualification: Graduate in any discipline; candidates with Finance/BFSI-related qualifications preferred.

📌 Rm Equity Sales Financial Services Su 4 Lpa (Surat)
🏢 Rishi Jobs
📍 Surat