Key Responsibilities

 • Advised investors on Mutual Funds, Bonds, and other investment products to help them achieve their financial goals.

 • Built strong client relationships through regular communication, portfolio reviews, and personalized investment guidance.

 • Identified and acquired new investors through proactive business development and lead conversion strategies.

 • Analyzed clients' risk profiles and financial objectives to recommend suitable investment solutions.

 • Consistently achieved sales and revenue targets while ensuring high standards of customer service and regulatory compliance.
 

Note. Working Days - Monday to Saturday for the first 6 months; thereafter, alternate Saturdays off.