Chief Consultant at Manzil HR Services
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Investment Counselor - BFSI (4-8 yrs)
Key Responsibilities :
- Discuss the customer profiles with WM's and help explore & advise opportunities to sell the relevant products to the potential customers
- Review call outcomes with WM's & discuss alternate plans with the view to provide appropriate solution to the customer needs.
- Make self- available for Joint Calls with WM's to enhance call effectiveness provide learning opportunities and to demonstrate intellectual engagement with customers to encash the business opportunities.
- Collect, collate and share market information with product management team and suggest strategies for future
- Will be responsible for product penetration & measure productivity
- Maintain Relationship with principle (like AMC, Insurance co)
- Portfolio Analysis of Client
- Process Management
- Data analysis of the respective region to target relevant client base
- Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base.