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Financial Growth Specialist
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At Savitr Investments, we are on a mission to make investing simple, smart, and accessible.
Key Responsibilities:- Acquire new clients by opening Demat Accounts and ensuring their initial funding.
- Identify and engage potential clients through events, referrals, data, and cold calling.
- Meet monthly/quarterly acquisition targets and contribute to our expansion strategy.
- Onboard a minimum of 5 clients per month, each with ₹50,000+ initial investment capital.
- Build strong, long-term relationships with clients and provide continuous support.
- Cross-sell and up-sell financial products (Mutual Funds, Insurance, PMS, AIFs, Unlisted Shares).
- Identify new market opportunities and contribute to business growth.
- Bachelor's degree preferred (Finance/Commerce background is a plus).
- NISM 8 is required
- Prior experience in client acquisition, sales, or financial services will be an advantage.
- Strong communication & relationship management skills.
- Hunger for growth, willingness to hustle, and a genuine interest in financial markets.
- Location: Pune (Open to travel for client meetings)
