To up sell MF products to Retail / HNI Clients as per the assigned database generation of fresh leads through reference to shore up the clientele.Achieving the business targets assigned in terms of up selling and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client / HNI customersProviding Investment planning and adviceAchieving sales and revenue targets spread across product mixOne point contact for the assigned customerAcquisition and amp; Servicing of HNI / UHNI customers.Key Skills
Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry
Employment Type : Full Time
Experience : years
Vacancy : 1