Acquire quality clients through networking, data base, market intelligence and references from existing clients.
Generate Cross Sell revenue through Financial Planning.
Promote Focus Product of the month
Maintain records of business on internal software.
Induct new clients to the Central Dealing Desk for smooth interaction and services.
Liaison with Central Dealing Desk for revenue generation and query resolution.
Conduct activities for Client Acquisition and Financial Planning.
Ensure compliance as per various regulator and organization guidelines.
Maintain the brand image of the organization.
Preferred candidate profile
Candidate should have experience in Wealth Management/Privilege Banking with robust client relationship and portfolio management skills. Should have experience in acquiring and managing HNI clients, investment products, and achieving sales targets. Candidates with a stable employment history will be preferred.