- Identify opportunities to expand the client base through referrals networking and prospecting to meet revenue targets.
- Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal.
- Achieve financial goals of the clients through various product lines like LI MF FI GI and other liabilities products.
- Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.
- Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL.
- Build and maintain solid long-term relationships with high-net-worth clients by understanding their financial goals needs and risk tolerance.
- Collaborate with clients to develop comprehensive financial plans that encompass investments estate planning retirement tax strategies and wealth preservation.
- Educate clients about market trends investment options and financial planning strategies to empower them to make informed decisions.
- Manage clients investment portfolios by selecting appropriate asset classes investment vehicles and strategies to achieve their financial objectives.
- Evaluate clients risk tolerance and ensure investment strategies align with their risk profiles while minimizing potential financial risks.
- Adhere to all regulatory guidelines and compliance standards ensuring that clients investments comply with relevant laws and regulations