Roles and Responsibilities :
- Catering to the investment needs of clients by providing them research based advice in Equity, MF, Insurance, PMS & Structured products offerings
- Manage clients through client visits, suggest financial products to the clients and achieve business target.
- Responsible for product penetration and increasing client's wallet share.
- Identifying prospective clients & acquiring new clients.
- Candidate should have experience of managing / acquiring wealth & retail Customers.
Required Profile :
- Should have at least 3-9 Years of experience handling sales profile
- Any Graduate / Post Graduate with relevant Experience
- Good relationship management and service focus skills
- Good communication and presentation skills
- Stock Market knowledge is mandatory
Didn’t find the job appropriate? Report this Job