Acquiring and Managing Business (hni and Ultra Hni).
· Increasing the Investment Aum Portfolio Size.
· Ensuring Adherence to Compliance Processes and Guidelines.
· Advice Clients On Their Product Requirement to Maximize Their Investments.
· Develop New Client Relations Through References.
· Generate the Cross Selling Business from Existing Clients By Cross Selling other Products (family Account, Home Loan, Personal Loan, Investment - Ulip and Mutual Fund).
· Maintain and Develop Client Relationships and Periodic Visit to Existing Clients.
· Manage and Track the Leads and Maintain Dsr On Regular Basis.
· Profiling Customers and Provide Financial Products to Meet Customer Needs.
· Ensuring the Highest Levels of Service to the High Net Worth Customers.
· Formulate Outbound and Inbound Sales Plan to Acquire New Customers for Increasing Customer Base of the Portfolio.
· Experience 0-2 Years
· Nism Amfi Certification or Any Related Certificate
· Good Communication Skills, Presentable.
· Native Candidates from Delhi / Gurgaon Will Be Preferred.
· Mba / Bba from Delhi Ncr Based College/ University
· Functional Area : Client Relationship
|Experience||0 - 2 Years|
|Salary||2 Lac To 3 Lac 75 Thousand P.A.|
|Industry||Sales & Marketing / Business Development/telecaller|
|Qualification||Other Bachelor Degree|
|Key Skills||Mutual Funds Mutual Funds Sales Sales marketing|
Finance Service Company
|About Company||One of the leading finance service company|