<p><b>What role you will play in team:</b> You will be responsible for acquiring new clients and managing existing relationships within the assigned territory.</p><p><b>What you will do:</b> Conduct presentations, provide financial advice, and process client paperwork.</p><p><b>Key responsibility:</b><ul><li>Generate leads through networking, referrals, and marketing campaigns</li><li>Conduct client meetings to assess financial needs</li><li>Present investment options and make suitable recommendations</li><li>Prepare and submit necessary client documentation</li><li>Build rapport with clients to secure long-term relationships</li><li>Maintain detailed records of client interactions and transactions</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, economics, or related field</li><li>NISM certification is a plus</li><li>Strong communication, interpersonal, and presentation skills</li><li>Understanding of investment principles and mutual funds</li><li>Proficiency in MS Office Suite and CRM software</li><li>Ability to handle objections and close sales</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and incentives based on performance</li><li>Comprehensive health insurance</li><li>Professional development opportunities</li><li>Paid time off and holidays</li><li>Opportunity to work in a dynamic environment</li></ul></p><p><b>A Day in the Life:</b> A day may include client meetings, preparing presentations, following up on leads, and completing necessary paperwork. You'll be working in a team environment.</p>