I cap Financial services

Bangalore, Karnataka

Monitor and identify clients.Develop strategies to sell financial products like mutual funds and insurance.Maintain client base through efficient interactions with clients and analyze any changes in clients needs.Coordinate with prospects to understand individual client requirement and recommend plans to ensure achievement of all objectives.Evaluate prospect requirements of clients.Administer all clients queries on financial issues, manage effective resolution of all customer complaints.Coordinate with other departments and maintain efficiency on all sales procedures and activities.

Responsible for business development through acquisition of high net-worth clients (client acquisition).Analysing the market movements and keeping the clients updated on the same.Cross-sell products and services to both new and existing customers as per their lifestyle, risk profiling and requirements.Advising clients on stock market related issues.Suggesting the scrip to the client for trading and ensuring maximum profits to the clients as well as to the company.Maintain client relationship and provide the best service.