01Overview
1. Client Acquisition & Relationship Management
Acquire new clients through field visits, referrals, or leads.Maintain and grow relationships with existing clients.Conduct regular client portfolio reviews and follow-ups.2. Investment Planning & Recommendations
Evaluate the financial objectives and risk profiles of clients.Create and recommend need-based investment & insurance plans (Risk Management, Retirement, Tax-saving, etc.).Guide clients on financial products and strategies in a simple manner.3.Targets Achievement with Concept Selling
Recommend and sell appropriate financial products (Mutual Funds, SIP, PMS/AIF, Term, Health, PA, Motor, ULIP Pension, etc.)Meet or exceed the organisation's sales targets.4.Stay updated on Product Knowledge
Stay informed about market trends, investment & insurance products, and regulatory updates.Attend training sessions and maintain certifications/licenses (e.g., CFP, NISM)Coordinate with internal teams (sales, operations, and other departments) and provide regular performance reports to the Immediate Supervisor.Compensation: 20,000.00 - 50,000.00 per month
Benefits:
Paid sick timePaid time offProvident FundWork Location: In person .
