Job Profile Responsibilities
Recent Client Acquisition and Onboarding
Manage day to day Client Financial and Non-Financial transactions
Periodical Client Touch Base Calls and Review Meetings
Analyze Client Investments Insurance, Financial Goals
Upsell and Crosssell
Seek Client refrerrals reviews
Manage Client grievances
Key Performance Indicator
No of current Clients, Client conversion ratio, Long Term Sales Value
Timely Correct execution of Client Transactions
Quality of Analysis Review Meetings
Client satisfaction level retention rate
Qualifications
CFP/ CWM
Fundamental understanding of Mutual Funds, Equity, Debt Products, Insurance
Tech adaptability, Advanced working knowledge of Excel, Basic Knowledge of Power Point, Valuable written and spoken English
Desired Candidate Profile
Willingess to make a long term career in Personal Finance
Atrributes of Trust, Integrity, Knowledge, Excellence, and Customer Focus
Willgness to Learn, Attention to Detail, Team Player
Positive Confident Persona
Minimum 3 years work experince. Freshers may be considered.
Residing in western suburbs of Mumbai
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.