Identify and evaluate investment opportunities that align with client objectives. Manage and optimize client investment portfolios. Develop and implement strategic sales plans to achieve sales targets. Build and maintain strong relationships with clients to understand their financial goals. Conduct market research and stay updated on financial trends. Prepare and present investment reports to clients and stakeholders. Collaborate with internal teams to align on investment strategies. Negotiate terms and conditions with clients and financial institutions.
Job Type: Full-time
Pay: ₹25,000.00 - ₹80,000.00 per month
Benefits:
Cell phone reimbursement
Health insurance
Paid sick time
Provident Fund
Work Location: In person
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