Financial Consultant
2 weeks ago
Responsible for lead generation, investor onboarding, and achieving monthly sales targets
Generate new leads, nurture existing ones through cold calls, referrals, and events.
Pitch investment offerings, services to (HNI, retail, and institutions).
Required Candidate profile
2–5y in financial services, wealth management, or B2C/B2B sales.
Knowledge of financial products such as mutual funds, PMS, equity, or insurance
degree in business, finance(MBA preferred).
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