Job Description

Company Overview:
One of India's rapidly growing wealth management groups, this firm offers customized financial solutions across equities, mutual funds, fixed income, commodities, and insurance. Combining expert advice with advanced technology, it serves clients across multiple states, aligning investments with individual goals and risk profiles. The company emphasizes smart investing for a secure financial future.
Position: Sales Manager (Lead Generation)
Location: Ahmedabad
Key Responsibility:

• Candidate will be responsible for Direct Sales of Demat account and Retail accounts acquisition for Equity, commodity and currency.
• Responsible for sales of other wealth products like: Mutual Funds, PMS & AIF.
• Responsible for generating revenue through third party product like Insurance, Bonds, FDs.
• Develop and maintain strong and long-term relationship with customers, maintain a high level of retention of the existing customers and generating new business.
• Will need to be constantly updated with the market knowledge.
• Ensure all the activities are in adherence as per the compliance.

Thanks and Regards,
Nidhi Patel / Anjali Batheja
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9898408648 / 9723300064