Branch Sales Metro
Published date: 2026/11/07
- Location: Indore, Madhya Pradesh, India
Broking Channel
Branch Sales - RM
Roles:
• Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as andwhen required
Skills & Knowledge
• Graduate / Post graduate with 1 - 4 yrs exp in direct selling of financial products from any financial services industry.
• Should have good communication & presentation skills.
• May have good existing client relationships in the market.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills
Branch Sales - RM
Roles:
• Responsible for new client acquisition, building new relationships and deepening relationships with the existing clients
• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as andwhen required
Skills & Knowledge
• Graduate / Post graduate with 1 - 4 yrs exp in direct selling of financial products from any financial services industry.
• Should have good communication & presentation skills.
• May have good existing client relationships in the market.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills
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