Digital Sales - MTF or Mutual funds OR Insurance products

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
• Cross-sell insurance products to existing clients, ensuring they meet their needs and achieve desired outcomes.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Provide ongoing support to clients by monitoring performance of investments, addressing concerns, and making adjustments as needed.

Job Requirements :

• 2-8 years of experience in financial advisory services or related field (e.g., wealth management).
• Strong understanding of cross-selling techniques for insurance products.
• Excellent relationship management skills with ability to build strong rapport with clients.
• Proven track record in meeting sales targets and growing revenue streams.