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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