The role is to increase the client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring recent customers from the open market and activating inactive clients
Responsibilities
- To achieve a monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly/monthly meetings.
- Generation of fresh leads through reference to shore up the clientele
- Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance with focused selling
- Achieving the business targets assigned in terms of upselling company Products, enhancing and upgrading the Client's Net worth
- Profiling customers and providing financial products to meet customer needs
- Ensuring the highest levels of service to Corporate clients/HNI and Retail customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across the product mix
- One-point contact for the assigned customer
- Acquisition & Servicing of Retail and HNI customers,