Scope of the Role
Develop and manage high-value client relationships, promote investment and trading solutions, and achieve sales targets through strategic business development initiatives.
Job Description
- Identified and acquired new clients through cold calling, client references, networking, and scheduled appointments.
* Explained the company profile, financial products, and advisory services to prospective and existing clients.
* 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.
* Actively supported branch promotional and marketing activities to enhance business visibility and lead generation.
* Maintained strong client relationships through regular follow-ups to ensure long-term engagement and retention.
* Achieved assigned monthly and quarterly sales targets in line with branch and organizational objectives
Ideal Candidates
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.