Job Description

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross – sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL. Build and maintain strong, long-term relationships with high-net-worth clients by understanding their financial goals, needs, and risk tolerance. Collaborate with clients to develop comprehensive financial plans that encompass investments, estate planning, retirement, tax strategies, and wealth preservation. Educate clients about market trends, investment options, and financial planning strategies to empower them to make informed decisions. Role & responsibilities