-Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
-Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity, etc.
-Procuring potential clients through networking, database, market analysis, and references.
-Generating cross-sell revenue and doing 360-degree financial planning by wealth management.
-Managing and improving relationship values through the latest updates & development in the market.
-Liaison with the operations team to resolve queries and revenue generation.
-Comply with organizational guidelines and norms.
-Identifying, acquiring, developing, and maintaining customer relationships
-Maintaining up to date knowledge of competitor activity, products, and services.
Desired Competencies for all the position
Excellent communication skills
Excellent objection handling and conflict management skills
Excellent relationship management skills
Productive selling skills.