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Advise the clients for Portfolio management in terms of their financial requirement
To sell products like Life Insurance, Mutual Fund, PMS, Premium Account, Corporate FDs etc.
Take care of investment prospect...
RS 3,50,000 To 5,00,000 Ahmedabad, Bangalore, Mumbai, Pune, Chennai
The main task of the incumbent is to strategize, drive and increase wealth business, both top line and revenue
Effectively profile Customers and provide financial products so as to meet customer needs
Develop strategies to increase the client base
RS 6,00,000 To 10,00,000 North Delhi, Ahmedabad, Bangalore, Mumbai, Chennai, Delhi, Hyderabad
Manage and generate cross sell revenue from preferred clients
Acquire preferred clients
Provide financial planning services to all assigned clients
Ensure client meetings as per defined norms
Maintain record of business on internal software
RS 3,00,000 To 5,00,000 Ahmedabad, Mumbai, Jaipur, Kanpur, Lucknow, Delhi
With a manpower strength of over 750 dedicated employees present in 20 states, the organization delivers value with a highly personalized service in the areas of Equity, Mutual Funds, SIP, IPO, Wealth Management & Dea...
Key Skills : sales,stock broking,relationship manager,marketing,business development
RS 1,00,000 To 1,75,000 Ahmedabad, Ahmedabad Cantonment
- Achieving the Business Targets Assigned in Terms Of, Generating Revenue, Acquiring Clients, Enhancing and Upgrading the Client Relationships
- Profiling Customers and Suggesting Financial Products to Meet Customer Needs as per Their Risk Appetite...