Roles and Responsibilities :
- Provide expert advice on cross-selling opportunities to clients, identifying potential investment products that align with their financial goals.
- Develop and maintain robust relationships with existing clients, ensuring high levels of customer satisfaction and loyalty through regular communication and proactive service delivery.
- Identify new business opportunities by networking within the community, attending industry events, and leveraging referrals from current contacts.
- Stay up-to-date with market trends and regulatory changes (NISM certification preferred) to provide informed guidance to clients.
Job Requirements :
- 1-12 years of experience in wealth management or related field.
- Strong understanding of cross selling principles and practices.
- Excellent relationship-building skills for effective client engagement.
- Ability to work independently while meeting sales targets.