Responsible for acquiring retail investors, HNIs (High Net Worth Individuals), and corporate clients by offering investment solutions in equity, derivatives, mutual funds, bonds, wealth, and financial products.
• Identify and onboard new clients through referrals, networking, and lead generation activities.
• Achieve monthly/quarterly targets for brokerage revenue and SIP/MF mobilization.
• Cross-sell products such as mutual funds, PMS, bonds, IPOs, and insurance.
• Target-driven with a proactive sales mindset.