- Achieve monthly targets for selling investment-related services and products
- Assess client suitability and offer direct equity, advisory services and tailored solutions to retail & HNI clients
- Sell subscription plans for the company's business magazine
- Provide ongoing support and service to clients
- Retain and renew the existing client base
- Handle customer queries and objections effectively
Candidate Requirements
✅ Must hold a Graduation Degree
✅ Mandatory:
SEBI certification – NISM-Series-XV (Research Analyst) — or must obtain within 2 months of joining
✅ Passionate and aggressive about outbound calling
✅ Demonstrated sales background and proven selling abilities
✅ Excellent interpersonal and communication skills
✅ Proficiency in English, Hindi, and one regional language