- Acquire new clients through proactive sales and marketing efforts. - Promote and sell financial products including Mutual Funds, PMS (Portfolio Management Services), Insurance (Life & General), Equity & Trading Accounts, and Financial Planning Services. - Build and maintain strong client relationships to ensure long-term engagement. - Conduct client meetings, presentations, and investment discussions. - Understand client financial goals and recommend suitable investment strategies. - Achieve monthly and quarterly sales targets. - Coordinate with internal teams for seamless onboarding and servicing. - Stay updated with market trends, financial products, and regulatory changes.

Needed Experience: Minimum 3 years

Job Category: Sales & Marketing Executive

Job Type: Full Time

Location: Kolkata