Prospecting & Lead Generation Client Needs Assessment Policy Sales and Recommendations Policy Explanation & Customization Client Relationship Management Policy Servicing & Renewals Documentation & Reporting Meeting Sales Targets Staying Updated
. Financial Knowledge & Advisory Skills Understanding of investment products (mutual funds, bonds, equities, insurance, etc.) Knowledge of wealth management strategies and portfolio management Ability to assess client risk appetite and financial goals 2. Client Relationship Management Building and maintaining long-term relationships with high-net-worth individuals (HNIs) Client onboarding, engagement, and retention Ability to handle sensitive client information with confidentiality 3. Sales & Business Development Prospecting and acquiring new clients Cross-selling and upselling financial products Meeting sales targets and revenue goals 4. Communication & Interpersonal Skills Strong presentation and negotiation abilities Active listening and understanding client needs Clear, professional, and persuasive communication 5. Analytical & Problem-Solving Skills Portfolio analysis and performance tracking Market research and competitor analysis Identifying suitable investment opportunities 6. Regulatory & Compliance Awareness Knowledge of SEBI, RBI, and other financial regulations Adherence to KYC norms and compliance guidelines 7. Tech & Data Skills Proficiency in CRM tools, MS Excel, and financial planning software Data-driven decision-making and reporting