Job Description
Role Purpose
Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets
Key Accountabilities
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
Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the client /HNI customers
Providing Investment planning and advice
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