Sell and upsell wealth products to new and existing clients through direct sales, networking, databases, and market intelligence. Acquire quality clients, promote monthly focus products and incentive plans, maintain CRM records, and advise clients on financial products, services, and investments. The role requires strong communication and leadership skills, adaptability, ongoing learning, and approximately two years of banking or financial wealth product experience managing privileged-client AUM.

Acquires new Sharekhan franchise business partners across Bihar by identifying and converting prospects, conducting market visits, ensuring outlet compliance and branding, and supporting partner inaugurations. Provides training and handholding to new partners, manages teams, prepares daily MIS and monthly reports, and maintains regional market presence. The role requires strong communication, leadership, financial product knowledge, and travel within Bihar.

Drive mutual fund sales, manage and grow client relationships, identify new business opportunities, monitor market trends and regulations, collaborate with internal teams, and achieve individual and team sales targets.