Job Description
Key Deliverables:
- Drive equity and mutual fund product sales to clients
- Achieve monthly acquisition and revenue targets
- Offer tailored wealth management solutions
- Maintain strong relationships with HNI and retail clients
Role Responsibilities:
- Promote demat and trading accounts actively
- Advise clients on equity and mutual fund portfolios
- Cross-sell financial products to existing customers
- Stay updated with market trends and trading platforms
Skills Required
Equity Sales, Mutual Funds, Cross Selling, Online Trading
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