An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Job Description
Role & responsibilities
• 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, AIFs, Bonds, Unlisted Shares, IAP, and
other financial services .
- 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.
Skills
DealingEquityStock MarketRelationship ManagementManagementRelationshipNISMStockAcquisitionClient EngagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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