Candidate Profile, Requirements & Responsibilities:
Building and maintaining your client base.
Able to create the prospect for recent clients
Presentable, positive 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