Walk-in || Wealth Manager
Shubhshree Knowledge Hub Pvt.ltd · Pune · onsite · Posted 55d ago
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
- Generate new clients through direct sales, references, calls and networking
- Acquire new customers and build a strong client base
- Promote and sell Mutual Funds, Insurance, Broking and other Investment Products
- Generate leads and convert them into successful clients
- Assist clients with Demat Account Opening & Trading Services
- Understand client requirements and suggest suitable financial products
- Develop and maintain long-term relationships with clients
- Conduct regular follow-ups with prospective and existing clients
- Achieve monthly and quarterly sales targets
- Generate business through client referrals and cross-selling
- Maintain regular communication with clients and provide quality service
- Contribute towards overall business growth and revenue generation
Preferred candidate profile
- Excellent communication and interpersonal skills
- Strong sales and convincing abilities
- Passion for Sales & Business Development
- Target-oriented and result-driven approach
- Basic knowledge of financial and investment products
- Ability to build and maintain client relationships
- Freshers and experienced candidates can apply
Perks and benefits
- Competitive Salary
- Unlimited Sales Incentives
- Performance-Based Rewards
- Career Growth Opportunities
- Training & Product Knowledge Support
Sourced from naukri