- Develop and execute strategies to acquire recent clients for banking services.
- Manage relationships with existing clients, identifying opportunities to upsell and cross-sell mutual funds, demat accounts, direct sales, personal banking products.
- Identify potential customers through networking events, industry conferences, and referrals.
- Collaborate with internal teams to ensure seamless onboarding process for new clients.
Job Requirements :
- 1-5 years of experience in B2C sales
- Strong understanding of demat accounts, direct sales, mutual funds, personal banking, private banking, relationship management.
- Excellent communication skills with ability to build strong relationships with high net worth individuals.
- Proven track record of meeting or exceeding sales targets.