Acquiring and retaining recent clients and HNIs. and client base for fixed income MF business
Activating clients for trading post acquisition.
Responsible for locating potential sales leads through market research and following up to convert leads into business relationships.
Leverage on market opportunities and develop new client relationships and accounts
Generating cutting-edge ideas for new client acquisition
Leverage on market opportunities and develop recent client relationships and accounts
Generating innovative ideas for new client acquisition
Cross selling of financial products like Mutual Fund, Insurance etc.
Identifying customer needs, assessing their appetite and providing them investment options.
Proactively identify sales prospects and conduct business development activities




Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
Portfolio management of customers between identified thresholds.
Upsell and up tier customers to higher variant of products and services
Follow up on new leads and referrals to generate business
Aggressive Sales call plans to acquire large prospective customers through referrals.
Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions)
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Manage the portfolio to de-risk against attrition and achieve stability of book.

Pay: ₹300,000.00 - ₹500,000.00 per year

Work Location: In person

📌 Sales Manager Lucknow
🏢 Arth Vipra Finvest Private
📍 Lucknow