Posted:1 day ago|
Platform:
Work from Office
Full Time
• Managing the organization's existing clients, including any service-related, operational or sales driven requests. Moreover, drive new business from our existing clients for various financial services
• Monitoring and leading the entire team. Moreover, resolving internal conflicts and boosting the team's morale
• Needs to connect with people through phone, emails, chat, screen-sharing and social media platforms in an engaging manner for their financial planning
• Acquire and retain HNI clients and achieve budgeted targets in terms of clients and AUM .
• Achieve revenue in terms of income generated through various financial planning solutions conduct and assist in organizing seminars and other business development activities Setting their team's goals and communicating them effectively.
Provitt Consultants
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