Acquiring and retaining new clients and HNIs. and client base for fixed income MF business - Activating clients for trading post acquisition. - Responsible for locating potential sales leads through market research and following up to convert leads into business relationships. - Leverage on market opportunities and develop new client relationships and accounts - Generating creative ideas for new client acquisition - Leverage on market opportunities and develop new client relationships and accounts - Generating innovative ideas for new client acquisition - Cross selling of financial products like Mutual Fund, Insurance etc. - Identifying customer needs, assessing their appetite and providing them investment options.



- Proactively identify sales prospects and conduct business development activities - Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. - Portfolio management of customers between identified thresholds. - Upsell and up tier customers to higher variant of products and services - Follow up on new leads and referrals to generate business - Aggressive Sales call plans to acquire large prospective customers through referrals. - Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) - Provide professional customer service to achieve a high percentage of customer satisfaction and retention. - Manage the portfolio to de-risk against attrition and achieve stability of book. Pay: ₹300,000.00 - ₹500,000.00 per year Work Location: In person

📌 Sales Manager (Lucknow)
🏢 Arth Vipra Finvest Private
📍 Lucknow