• 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|
|Salary||2 Lac To 4 Lac P.A.|
|Industry||Financial Services / Banking, Investments / Insurance / stock market / Loan|
|Key Skills||sales marketing business development Mutual Funds Communication Advising Calling|
Financial Service Company
|About Company||One of the Best Company in Financing Services|