Walk in Drive- Equity Advisory, Mutual Funds, Insurance

Roles and Responsibilities

• Manage client relationships through regular meetings, calls, and emails to understand their financial goals and objectives.
  
• Provide expert advice on equity advisory services, mutual funds, insurance products, and other investment options.
  
• Meet sales targets set by the company while maintaining high levels of customer satisfaction.
  
• Develop new business leads by acquiring new clients and expanding existing ones through referrals and networking.