Proven track record in:
Acquire new clients through referrals, networking and business development activities.
Generate current traded accounts and build a robust acquisition pipeline.
Identify opportunities to increase market penetration within the assigned territory.
Drive client activation and business engagement.
Develop and maintain long-term relationships with clients.
Conduct regular meetings with prospective and existing clients.
Understand client financial goals and provide suitable investment recommendations.
Ensure superior client servicing and retention.
Generate revenue through equity and wealth management products.
Promote PMS, Insurance, Mutual Funds, MTF and other approved investment solutions.
Identify prospects for cross-selling and up-selling.
Grow client assets and increase wallet share.