*To up sell products to Retail/HNI/UHNI Clients as per assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
*Ensuring the highest levels of service to the client.
*Providing Investment planning and advice.
*Achieving sales and revenue targets spread across product mix
One point contact for the assigned customer
To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.
Preferred candidate profile
Candidates having an experience in Wealth Management/ Mutual fund /PMS/AIF Sales.