Roles and Responsibilities
- Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
- Identify new business opportunities through cross-selling and upselling of mutual funds, NBFC products, and third-party products.
- Meet sales targets by acquiring current customers and increasing revenue growth.
- Collaborate with internal teams to resolve client queries and issues promptly.
- Stay updated on market trends and regulatory changes to maintain expertise in wealth management services.