Scope of the Role
- Generate new business opportunities through direct customer interactions and referrals. - Build and maintain long-term relationships with clients. - Promote financial and investment products to prospective customers. - Achieve sales and revenue targets as assigned by the organization.
Job Description
- Acquire new clients through prospecting, referrals, field visits, and lead-generation activities. - Promote and generate business for investment and wealth management products. - Understand customer financial goals and recommend suitable investment solutions. - Drive sales of financial products including: - Mutual Funds (MF) - SIPs (Systematic Investment Plans) - Equity & Demat Accounts - Bonds and Fixed Income Products - Wealth Management Solutions - Conduct client meetings, presentations, and investment awareness sessions. - Achieve monthly, quarterly, and annual business targets. - Monitor market trends and identify new business opportunities.
Ideal Candidates
- 2–4 years of experience in sales, business development, or client acquisition. - Strong communication, negotiation, and relationship-building skills. - Self-motivated with a target-driven approach. - Ability to understand customer requirements and provide suitable solutions.