· Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. · Conduct daily sales calling with prospective new clients and identify their needs. · Provide and develop solutions and suggest schemes to clients basis their requirements and goal. · Conduct timely and regular follow ups with the clients. · Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA. · Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. · Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. · Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.
· Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions. · Conduct daily sales calling with prospective new clients and identify their needs. · Provide and develop solutions and suggest schemes to clients basis their requirements and goal. · Conduct timely and regular follow ups with the clients. · Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA. · Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products. · Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. · Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.