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Location

Mumbai | India

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Job description

- Engage directly with customers to promote a broad range of financial products.

- Forge strong relationships with clients and the community to understand and meet their financial aspirations.

- Recommend tailored investment and insurance solutions, ensuring a thorough understanding of clients' needs.

- Guide customers towards mutual funds and insurance products that match their financial goals.

- Complete thorough customer profiling during each interaction, ensuring all documentation is accurately filled and processed.

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Job tags

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Salary