Wealth Officer JB Group of companies
JB Group of companies
Office Location
Full Time
Experience: 2 - 2 years required
Pay:
Salary Information not included
Type: Full Time
Location: All India
Skills: Sales, demat accounts, Lead Generation, Client Relationship Management, Wealth, Visit, Communication, financial products, casa accounts, Convincing, Stock Brokerage
About JB Group Of Companies
Job Description
You will be responsible for visiting clients to open Demat Accounts and CASA Accounts. Your main tasks will include generating leads, meeting monthly targets, and explaining financial products to clients while building strong relationships with them. Ideally, you should have experience in Demat/CASA sales, as well as possess strong communication and convincing skills. Having a two-wheeler would be preferred for this role. Your key skills for this position should include sales, demat accounts, casa accounts, lead generation, convincing, client relationship management, stock brokerage, wealth management, visitation, communication, and knowledge of financial products.,