Financial Sales Associate Job in Lakshmishree Investment & Securities

Financial Sales Associate

Year UP, IN, India

Lakshmishree Investment & Securities

72 Current Jobs Openings

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Job Description

Total years of Experience: 1 to 2 years

Key Responsibilities

Identify, engage, and acquire new retail clients for

Demat and trading account openings

. Promote a diverse portfolio of investment products, including

equities, mutual funds, SIPs, IPOs and insurance solutions

. Manage and convert company-assigned leads while proactively generating new prospects through

networking, referrals and client outreach

. Clearly communicate product features, benefits, and processes, assisting clients with

account opening, KYC and trading activation

. Consistently meet or exceed

monthly sales and revenue targets

in alignment with business goals. Build and maintain

long-term client relationships

, fostering repeat business and identifying

cross-selling opportunities

. Stay updated on

financial market trends, product developments and regulatory changes

to provide clients with timely and relevant insights.
Job Type: Full-time

Pay: ?18,000.00 - ?25,000.00 per month

Work Location: In person

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Job Detail

Job Id

JD4694727
Industry

Not mentioned
Total Positions

1
Job Type:

Full Time
Salary:

Not mentioned
Employment Status

Permanent
Job Location

UP, IN, India
Education

Not mentioned
Experience

Year

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