Job Profile:
- Relationship Management.
- Customer Profiling
- Client interaction
- References from existing clients to acquire new clients
- Updating clients on the market
- Giving the proper information to clients of a transaction at a specific interval.
- Strive towards achieving an individual goal and thereby the branch and organizational goals.
- Cross Selling
Candidate’s Profile:
- Hardworking & Confident.
- Smart Presentable.
- Go getting attitude.
- Experience in client handling.
- Should have valuable knowledge of personal finance-related products/the Mutual Fund
- Should be well-versed in MS Excel
- Good communication skills
- A candidate with a Finance background will be preferred.
- AMFI and NISM certified preferred
- Experience in wealth management is preferred
Salary: As per Industry Norms + Sales Incentive + Traveling Allowance.