Identify and approach potential clients through networking, referrals, and direct outreach.
Understand clients’ financial needs and risk appetite to recommend suitable investment and insurance products.
Promote and sell financial solutions including mutual funds, portfolio management services, life & general insurance, and retireme planning.
Conduct regular portfolio reviews and offer rebalancing recommendations.
Stay updated on market trends, product developments, and regulatory changes.
Maintain strong client relationships to encourage long-term engagement and referrals.
Meet monthly and quarterly sales targets set by the management team.
Ensure compliance with all regulatory and company policies.
Ability to commute/relocate:
Dubai: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
Direct Sales: 1 year (Preferred)
Language:
Hindi (Preferred)
Location:
Dubai (Preferred)
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