Job Description

Roles & Responsibilities

Handle customer portfolios and recommend appropriate bond and stock investment opportunities. Generate sales by convincing clients to choose the right investment products based on their financial goals. Maintain and strengthen relationships with existing clients through regular engagement and service support. Provide complete broking services such as: Opening Demat & Trading Accounts Assisting customers in executing trades Conduct financial need analysis to offer personalized solutions. Promote cross-selling across multiple financial products, including: o Mutual Funds (SIP) o General Insurance Products o Bonds and Equity-Based Investments Ensure compliance with regulatory guidelines during all customer interactions. Achieve monthly business targets and contribute to overall team performance. Maintain proper follow-ups, documentation, and update client information in CRM systems.

Preferred Skills & Requirements

Strong product knowledge in Insurance Sales, Mutual Fund Sales, Equity/Bond Investments Experience in Demat Account Opening and capital market operations Excellent communication, convincing, and customer service skills Ability to convert leads into business and meet sales targets Basic market knowledge and interest in finance & stock market NISM Certification preferred (or willing to complete after joining)

Educational Qualification

Any Graduate / Post Graduate (Finance preferred)

Benefits

Competitive salary with attractive incentives Fast career growth into Relationship Manager roles Training support on financial products and regulatory certifications
Contact - Rajalakshmi M - 9150087334

Job Types: Full-time, Permanent

Pay: ₹22,000.00 - ₹35,000.00 per month

Benefits:

Cell phone reimbursement Health insurance Paid sick time Provident Fund
Work Location: In person