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Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity, commodity, and currency.
Responsible for sales of other wealth Products like like: Mutual Funds, PMS & AIF.
Responsible for generating revenue from Third party product like Insurance, Bonds, FDs.
Responsible for generating revenue from Third party product like Insurance, Bonds, FDs.
Will need to be constantly updated with the market knowledge.
Ensure all the activities are in adherence as per compliance(link removed)>
Responsibilities
- Dialogue with our clients to understand their business objectives and challenges
- Analyze clients' data and provide strategic recommendations to clients
- Present value-proposition to sales leads and current customers
- Prospect for new sales leads and close sales
Qualifications
- 3-5years' of client relationship experience
- gradudte/BBA/MBA
Wealthstreet Financial Services Pvt. Ltd.
