The ideal candidate will develop relationships with key accounts to maximize revenue and client retention. You act as a consultant by developing account strategies that provide the greatest prospects to drive revenue. /n Responsibilities /n /n
Connect with HNI customers through company-provided warm and hot leads.
/n
Understand the customer's investment requirements, financial objectives and preferences.
/n
Present and explain suitable investment opportunities and solutions as per the approved sales process.
/n
Build robust relationships with prospective HNI customers and provide a professional consultation experience.
/n
Manage the complete sales journey, from the first customer interaction through follow-ups and conversion.
/n
Maintain regular and timely follow-ups with interested prospects to maximize conversions.
/n
Achieve assigned sales and revenue targets while maintaining high standards of customer service and compliance.
/n
Accurately update all customer interactions,
follow-ups and sales activities in the designated systems.
/n
Coordinate with internal teams to ensure a smooth and seamless customer onboarding and investment process.
/n /n Requirements /n /n
Bachelor's degree or equivalent experience in Business
/n
Excellent communication, presentation and customer relationship management skills.
/n
Strong sales orientation with the ability to engage and convert high-value customers.
/n
Ability to understand customer requirements and confidently manage investment sales conversations.
/n
Self-motivated, target-driven and comfortable working in a performance-oriented workplace.
/n
Strong follow-up and negotiation skills.
/n
Prior experience in investment sales, wealth management, financial services, insurance, banking or HNI customer handling will be an added advantage.