Financial Consultant

7 days ago

Ahmedabad Mumbai Pune, India Career Shaper Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Greetings

We are having urgent opening for Financial Sales Consultant for one of the best Financial group

Financial Sales Consultant will be responsible for planning & execution of strategies to connect & acquire large clients for organization, Financial Sales Consultant is expected to showcase best standard of services and equipped with latest development on products & economy.

Designation:- Financial Sales Consultant

Locations:- Kolhapur, karad, Nashik, Thane, Goregaon, Ahmedabad, Pune, Satara, Solapur

Key Responsibilities:

Demat Account Acquisition: Drive the acquisition of new Demat accounts through prospecting, networking, and referrals.

Customer Onboarding: Assist clients with the complete Demat account opening process, ensuring that all documentation and KYC requirements are met.

Relationship Management: Build and maintain strong relationships with clients by offering personalized solutions and addressing their needs effectively.

Cross-Selling Financial Products: Promote and sell other relevant financial products (e.g., trading accounts, mutual funds, etc.) to increase client engagement and revenue

Thanks & Regards

Team Career Shaper

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