1) Formulating The Strategies To Increase Client Base.
2) Contact all mapped clients through daily/weekly/monthly calls, regularly
3) Maintaining long-term relationships, deepening relationships With Existing High Net Worth Customers so As To Increase Revenue Base For The Company
4) New Client Acquisition And Revenue Generation through Sale Of All Liability Products Including Insurance(Li & Non-Li), Mf, Pms, Ipos, Bonds, Real Estate, Fmp & Capital Protection Fund Etc.
5) Preparation And Execution Of Financial Planning
Risk Profiling Of Existing & New Clients.
6) Regular Portfolio Review of Existing & New Clients.
7) Providing seamless & superior service delivery.
8) Timely follow-up on all the product renewal opportunities uploaded in the system.
9) Promote large ticket MF sips per month.
10) Manage AUM & month on month growth of the same
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 updating of call reports in relevant systems
Number of Positions: