-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity, etc.
-Procuring potential clients through networking, database, market analysis, and references.
-Generating cross-sell revenue and doing 360-degree financial planning by wealth management.
-Managing and improving relationship values through the latest updates & development in the market.
-Liaison with the operations team to resolve queries and revenue generation.
-Comply with organizational guidelines and norms.
-Identifying, acquiring, developing, and maintaining customer relationships
-Maintaining up to date knowledge of competitor activity, products, and services.
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Desired Competencies for all the position
Excellent communication skills
Excellent objection handling and conflict management skills
Excellent relationship management skills
Efficient selling skills.