Responsibilities: Manage client portfolios, provide exceptional service. Collaborate with sales team on new business opportunities. Maintain compliance standards at all times. Service to the existing clients Cold calling to acquire new clients Performance bonus
Responsibilities: Manage client portfolios through investment strategies, portfolio reviews and service Acquire new clients Achieve income targets by sales Making product reports for Mutual funds Focusing on Self learning and development Sales incentives
Responsibilities: Manage and Service existing client portfolios insurance products MIS formation and maintenance Research and trainings Collaborate with sales team on new business opportunities Meet revenue targets through mutual fund & Insurance Sales incentives Performance bonus