Duties and responsibilities: Business development:
To acquire clients and manage client relationships
To educate clients on the importance of goal-based investment approach and to create a framework with the help of the central research team in terms of helping clients in achieving their financial goals
To exceed client’s expectations by being proactive, by being sensitive to client’s needs and by being prompt to respond to client’s queries.
To help the organisation achieve its vision by working as a team
To achieve revenue targets across multiple products like mutual funds, insurance, PMS, AIFs etc.
To deepen client relationships and to endeavour to be client’s preferred service provider
To update CRM regularly with all the sales related activities
To conduct workshops, seminars on investor welfare awareness
To initiate and to fully participate in various promotional activities initiated by the organisation
Job Type: Full-time
Salary: ₹20,000.00 – ₹25,000.00 per month
Ability to commute/relocate:
Speak with the employer
Application Deadline: 28/02/2023