Identify and acquire new clients for investment products
Provide financial planning and wealth management advice
Manage and grow Assets Under Management (AUM)
Maintain strong client relationships
Generate leads through networking and referrals
Conduct client meetings and presentations
Achieve monthly and yearly revenue targets
Ensure compliance with financial regulations
📊 Products to Handle
Mutual Funds
Bonds
Insurance
Real Estate Investments
PMS / Alternative Investments
✅ Required Skills
Strong communication & negotiation skills
Good knowledge of financial markets
Client handling experience
Target-driven mindset
Relationship management skills