Key Responsibilities
Identify and build relationships with potential clients.
Understand financial goals and provide strategic recommendations.
Promote and sell financial products including investments, insurance, and retirement plans.
Meet and exceed sales targets and KPIs.
Maintain strong client relationships through regular follow-ups and reviews.
Stay updated on financial market trends and regulatory requirement
Requirements:
Bachelor's degree in Finance, Business, or a related field.
1-3 years of experience in financial services or sales (freshers with strong communication and interpersonal skills can apply).
Excellent communication and client-handling skills.
Goal-oriented with strong negotiation and persuasion skills.
Relevant certifications (e.g., CFP, AMFI) will be an advantage.
Job Type: Full-time
Pay: ₹20,000.00 - ₹25,000.00 per month
Work Location: In person
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