-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 the 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 latest updates & development in market.
-Liaison with 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.
Responsibilities and Duties
**
Required Experience, Skills and Qualifications
Qualification : Inter with min 2 years exp/ Graduate
**
**
Desired Competencies for all the position
Excellent communication skills
Excellent objection handling and conflict management skills
Excellent relationship management skills
Efficient selling skills