Required Advisory, Customer Service ,Good communication ,MIS preparation / MS Excel, Others
Explain and cross selling of the products to the customers - product offers / benefits Ø Promoting all the financial products of the company products Ø Taking regular customer follow-up Ø Taking feedback - mails/phones ( communication channel) Ø Branding of the financial products • Ø Maintaining the register for the same. Ø Preparing MIS of all calls. Ø Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. Ø Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc. Ø Procuring the potential clients through networking, database, market analysis and references. Ø Generating cross-sell revenue and doing 360 degree financial planning by wealth management., Meeting with the client when ever required.
