About the opportunity
Job Overview
Scope of the Role
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.
Job Description
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.
Ideal Candidates
Looking for candidates with minimum 2 to 5 years of sales experience in BFSI, acquiring new Demat Accounts. Cross selling mutual funds, insurance and other wealth products.