- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Identify current business opportunities through networking, referrals, and market research to expand the client base.
- Process transactions such as demat accounts, equity settlements, and other financial services in a timely manner.
- Meet sales targets by upselling/cross-selling relevant products to existing clients.
Job Requirements :
- 0-5 years of experience in brokerage or dealer sales industry.
- Strong understanding of demat accounts, equity markets, and financial products (NISM certification preferred).
- Excellent communication skills for effective relationship management with clients.
- Ability to work independently with minimal supervision.