Job Profile:
Relationship Management.
Customer Profiling
Client interaction
References from existing clients to acquire recent 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
Valuable 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.