Posted:1 month ago|
Platform:
Work from Office
Full Time
Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.
Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.Focus on business development and achieve growth in relationship value, revenues & improve client stickinessAchievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profilingFormulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolioConduct risk profiling of all mapped clients and showcase investment products as per the Client risk profileTo provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.
Location- New Delhi,Mumbai,Bengaluru,Hyderabad
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