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 strong client relationships and ensure regular engagement.
• Identify opportunities to increase SIP flows, investments and overall client penetration.
Required Skills:
• Strong communication and interpersonal skills.
• Valuable 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.