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Job Description

Key Responsibilities And Accountabilities

1. Responsible For New Client Acquisition, Building New Relationships And Increasing Depth In Existing Relationships With High Networth Clients

2. Accountable For Developing And Implementing An Integrated Customer Marketing Plan, Which Addresses Wealth Creation, Wealth Preservation, Wealth Enhancement Achieved Through An In-Depth Analysis Of The Clients Profile So As To Identify Opportunities And Match These Opportunities To Products/ Solutions Provided By The Organization

3. Will Be Responsible For Primarily Selling Equity Based Investment Products.

4. Responsible For Achieving Targets As Assigned By The Organization On A Monthly Basis.

5. Understands Clients Risk Profile And Maximizes The Risk Vs. Reward Balance For Individual Clients By Optimizing Product Mix.

6. Comply With Kyc/Sebi Rules, Regulations, And Legislation Governing The Financial Services Industry

7. Provide Regular Updates To The Immediate Superior As An When Requiredskills & Knowledge

1. Graduate / Post Graduate With 1 To 8 Yrs Exp In Direct Selling

2. Should Have Good Communication & Presentation Skills.

3. May Have Good Existing Client Relationships In The Market.

4. Should Be A Self-Starter, Proactive & Target Oriented.

5. Should Possess Strong Networking & Relationship Building Skills


Insurance / Loan / Credit Management

Functional Area

Insurance / Loan / Credit Management

Number of Vacancy



Other Bachelor Degree

About Akshat Consultancy

We're a group of financial planners with various backgrounds of expertise. We're here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.

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