- 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, IPO's,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund 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.
Salary: INR 2,00,000 - 6,00,000 P.A.
Role Category:Retail/Personal Banking
Employment Type:Permanent Job, Full Time
Desired Candidate Profile
Doctorate:Doctorate Not Required
Careernet Technologies Pvt Ltd
Contact Company:Careernet Technologies Pvt Ltd