Job
Description
Roles and Responsibilities
Acquiring new and prospective customers
• Understanding the requirements of the prospect
• Providing them with advices that helps them to sort out their problems in investment
• Ensuring future business from those prospective customers in the long run
Maintaining cordial relationship with the existing clients
• Understanding the current needs of the clients
• Designing an investment option suitable to the clients
• Solving at their investment problem and providing advisory services
• Ensuring that the customers are satisfied and maintaining good relationship with them
Ability to generate large sales:
• To build cordial relationship with HNI clients
• To build good network of prospective customers
• To target on those clients willing to take up high speculative trading.
Desired Candidate Profile
Perks and Benefits
LOCATION:
Mumbai, Tirupati, Visakhapatnam, Pune, Ranchi, Chennai, Coimbatore, Bangalore/Bengaluru, Bilaspur
Skills Required: Sales,Banking, Financial Services,Relationship Management,Insuarance,Wealth Management,Mutual Funds,HNI Sales,HNI Acquisition