Job Description :
- Formulating The Strategies To Increase Client Base.
- Contact all mapped clients through daily/weekly/monthly calls, regularly
- Maintaining long term relationships, deepening relationships With Existing High Net Worth Customers So As To Increase Revenue Base For The Company
- New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, (MAJOR MUTUAL FUNDS) Etc To HNI Clients.
- Preparation And Execution Of Financial Planning
- Risk Profiling Of Existing & New Clients.
- Regular Portfolio Review Of Existing & New Clients.
- Providing seamless & superior service delivery.
- Timely follow-up on all the product renewal opportunities uploaded in the system.
- Promote large ticket MF SIP's per month.
- Manage AUM & month on month growth of the same
Responsibilities:
- Achievement of Product wise targets.
- Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.
- Regular contact with all mapped clients through daily/weekly/monthly calls.
- Resolution of queries of all mapped clients within TAT specified.
- Ensuring need based product approach towards clients & regular reporting of Product Penetration.
- Ensuring regular updation of call reports in relevant systems.
Mobile: +91 7835966503/9870327280
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