Prospect for new clients through various channels such as cold calling, networking events, and referrals.
Conduct thorough needs assessments to understand clients' financial goals and recommend suitable products and services.
Develop and maintain strong relationships with existing clients to ensure client satisfaction and retention.
Keep abreast of market trends, competitor activities, and regulatory changes to identify opportunities and risks.
Collaborate with internal teams such as product development, marketing, and operations to deliver exceptional customer service.
Job Types: Full-time, Permanent
Pay: ₹18,000.00 - ₹28,007.19 per month
Benefits:
Cell phone reimbursement
Commuter assistance
Health insurance
Internet reimbursement
Provident Fund
Work Location: On the road
Application Deadline: 20/09/2025
Expected Start Date: 01/10/2025
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