Roles and Responsibilities
- Meet sales targets set by the organization while maintaining a strong focus on customer service.
- Handle HNI client handling responsibilities including portfolio management and wealth creation strategies.
- Identify recent business opportunities by cold calling potential clients and generating leads.
- Manage client relationships through regular meetings, calls, and emails to ensure high levels of satisfaction.
- Provide expert advice on mutual funds, third-party products, and other investment options to clients.