Grow Demat Client Base: Connect with new investors, explain the benefits of smart investing, and help them seamlessly open and activate Demat/Trading accounts.

Drive Mutual

Funds &

- SIPs: Understand client financial goals and encourage regular SIP investments to build long-term wealth for them and grow our fund book. Engage in Local Outreach &
- Campaigns: Participate in client awareness meets, local networking, and digital campaigns to generate quality investment leads.

Smooth

Onboarding &

- Documentation: Assist clients with complete KYC, account opening, and bank mandate setup with high accuracy and speed.

Provide

Top-Notch Client Support: Act as the trusted point of contact for clients, resolving their operational queries and app-related questions promptly.

Conduct Regular Portfolio Reviews: Stay in touch with existing investors to share portfolio updates and help them stay on track with their financial goals. Ensure 100% Regulatory Compliance: Follow all SEBI and AMFI guidelines strictly,



ensuring transparent and legally compliant investment transactions. Commit to Honest &

- Ethical Selling: Always put the client’s interest first—never promise unrealistic returns or mis-sell financial products.

Maintain Secure Client Records: Keep physical and digital records organized, audit-ready, and strictly confidential.

Track

Progress in CRM &

- Meet Goals: Update daily client interactions in the CRM, achieve monthly milestones, and celebrate mutual growth with the firm. Why Join GLP Wealth?

Attractive Incentives: Competitive fixed salary plus performance-linked rewards.

Qualified Growth: Direct exposure to wealth management, market insights, and career advancement.

Supportive Environment: Complete operational and marketing support to help you achieve your goals with pride and integrity.

📌 Sales & Marketing Executive (Aligarh)
🏢 GLP Wealth P.
📍 Aligarh