Job Responsibilities:
Identify and approach potential clients for mutual funds, demat accounts, and insurance services
Explain financial products clearly and assist clients with on-boarding and documentation
Follow up on leads and maintain regular client engagement
Meet sales targets through active fieldwork, events, and client visits
Build long-term relationships with clients and offer portfolio support
Participate in Investor Awareness Programs and marketing activities when required
Required Skills:
Strong communication and interpersonal skills
Basic knowledge of mutual funds, insurance, and financial products
Self-driven, target-oriented, and open to field sales
Ability to build rapport with clients and explain financial concepts clearly
Prior sales or finance experience is a bonus