About the opportunity
Job Overview
Acquiring new Demat Accounts, cross selling Mutual Funds, Equity, Debts, Life Insurance and other Wealth Products. Generating revenue through equity trading, and cross-selling financial products to meet monthly business targets.
1) Acquire HNI clients, and actively open Demat and trading accounts.
2) Revenue Generation: Collect margins for equity, commodity, and currency trades. Generate income through value-packs, advisory services, and direct brokerage.
3) Cross-selling third-party financial products like Mutual Funds (MF), Portfolio Management Services (PMS), and Insurance.
4) Portfolio Management by understand a client’s risk profile to provide wealth creation, preservation, and enhancement solutions.
5)Compliance: Ensure all client interactions strictly adhere to SEBI and internal KYC regulations.
Looking for candidates with minimum 2 to 8 years of sales experience in BFSI industry ideally with banks, insurance, broking firms where candidate must have solid experience in direct sales of any of the BFSI products. High preference to candidates with experience in broking acquisition.