About the opportunity
Job Overview
<p>Develop and manage high-value client relationships, promote investment and trading solutions, and achieve sales targets through strategic business development initiatives.</p> <p>- Identified and acquired new clients through cold calling, client references, networking, and scheduled appointments.</p>
<p>* Explained the company profile, financial products, and advisory services to prospective and existing clients.</p>
<p>* Promoted investment solutions across Equity, Currency trading, Mutual Funds, SIPs, Insurance, PMS, and Bonds.Cross-sold financial products to existing clients to maximize portfolio value and revenue generation.</p>
<p>* Actively supported branch promotional and marketing activities to enhance business visibility and lead generation.</p>
<p>* Maintained strong client relationships through regular follow-ups to ensure long-term engagement and retention.</p>
<p>* Achieved assigned monthly and quarterly sales targets in line with branch and organizational objectives</p> <p>Seeking a proactive and target-oriented sales professional or fresher with up to 3 years of experience in capital market, mutual funds, and investment products, possessing strong client acquisition and relationship management abilities.</p>