Candidate Profile, Requirements & Responsibilities:
- Building and maintaining your client base.
- Able to create the prospect for recent clients
- Presentable, good communication skills must know English.
- Should be able to communicate with High-Net-Worth Clients.
- Should already have deep knowledge of all the latest financial products in the market.
- Should be able to communicate with clients on their expenses, income, insurance coverage,
- Reviewing client investments and plans on a regular basis.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Contacting clients regularly to discover changes in their financial status.
- Maintain and deepen the relations with existing clients and updating the Investment Solutions.
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
- Respond to prospective customer queries about financial planning.

📌 Sales Manager (Bengaluru)
🏢 Jobee fie
📍 Bengaluru