Roles and Responsibilities
Manage client relationships through regular meetings, calls, and emails to identify their financial goals and provide tailored solutions.
Generate revenue by selling various financial products such as mutual funds, insurance, wealth management services, etc. to high net worth individuals (HNIs) and retail clients.
Identify current business prospects through networking within the community or referrals from existing contacts.
Maintain accurate records of sales activities using CRM software or other tools.
Collaborate with internal teams to resolve customer queries and issues promptly.