Financial Sales Associate

5 days ago


Lucknow, Uttar Pradesh, India LAKSHMISHREE INVESTMENT & SECURITIES Full time ₹ 3,00,000 - ₹ 4,50,000 per year

Total years of Experience: 1 to 2 years

Key Responsibilities

  • Identify, engage, and acquire new retail clients for Demat and trading account openings.
  • Promote a wide range of investment products, including equities, mutual funds, SIPs, IPOs and insurance.
  • Manage and convert company-provided leads while proactively generating new prospects through networking, referrals and client outreach.
  • Clearly explain product features, benefits, and processes to assist clients with account opening, KYC and trading activation.
  • Consistently achieve monthly sales and revenue targets aligned with business objectives.
  • Build and nurture long-term client relationships to encourage repeat business and identify cross-selling opportunities.
  • Stay informed about financial market trends, product updates, and regulatory changes to provide clients with relevant insights.

Job Type: Full-time

Pay: ₹18, ₹25,000.00 per month

Work Location: In person


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