Retail RM_Surat
5 Nos.
97687
Full Time
1.0 Year(s) To 6.0 Year(s)
3.50 LPA TO 6.00 LPA
BFSI, Investments & Trading
NBFC/MFI
Any - Any Graduation
Job Description:
- New Client Acquisition: Identify and onboard new clients to expand the customer base and strengthen relationships.
- Cross-Selling: Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.
- Revenue Generation: Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.
- Client Engagement: Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.
Desired Profile / Criteria / Skills :
- Educational Qualifications: Graduate with Minimum 50%
- Experience: 1+ Years of experience in NBFC & BFSI Sales
- Domain Knowledge : Equity Market
Company Profile
A leading diversified organization headquartered in Mumbai, India, with a strong presence across wealth management, capital markets, and investment banking domains. The company is recognized for its innovative investment solutions, research-driven approach, and customer-centric advisory expertise. With a robust nationwide network and a legacy of excellence, it continues to empower investors through technology-enabled platforms and market expertise. The organization is known for its dynamic work culture, continuous learning environment, and strong career growth opportunities for professionals.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.