- Prospect new client relationships by engaging in multiple activities like referrals, social networking, utilizing social platforms, attending conferences, and even cold calling high quality databases.
- Cross-sell products and services to both recent as well as existing clients as per their lifestyle needs, risk requirements while keeping in mind their overall financial objectives.
- Exceptional Selling Skills, Soft Skills, and Knowledge of Products
- Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
- Send news and market related inputs & reports to the clients.