Posted:1 week ago|
Platform:
Work from Office
Full Time
* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads
*Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
*Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
*Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships
*Profiling customers and provide financial products to meet customer needs
* Ensuring the highest levels of service to the client /HNI customers
*Providing Investment planning and advice
*Achieving sales and revenue targets spread across product mix
* One point contact for the assigned customer
.
Avani Consulting
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