Job Description

Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and
empathy.

Drive the sales and distribution of a diverse portfolio of financial products, including Mutual Funds, Equities, Insurance, and
other investment instruments.

Recruit, train, mentor, and retain a team of highly motivated financial professionals, ensuring alignment with organizational
goals.

Increase Revenue and AUM by acquiring new HNI/ UHNI, Retail, and Corporate Clients, and existing clients base through
cross-selling.

Would be responsible for Relationship Building & Management with the team and customer for Sales & Services of Financial
Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth

Management, etc.]

Liaison with Dealing Desk for revenue generation and query resolution.
Develop new relations through referencing & other sources.
Ensure individual and team performance.
Ensure smooth day-to-day operations of the branch within the given guidelines, framework and budgets.
Ensure compliance as per various regulator and organization guidelines.
Having fantastic, value creating & memorable conversations with clients every single day!
Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and
monitoring those solutions.

Managing investment portfolios and making people ready to meet their financial goals by following the financial planning
process.

Identify & recruit right quality partners to build a strong partner base.
Ensure that the selling through team of partners is aligned to all business quality metrics.
Job Type: Full-time

Pay: ?16,000.00 - ?22,000.00 per month

Language:

Hindi (Preferred)
Work Location: In person