HNI Acquisition Fresher Jobs in Delhi

Key Responsibilities: 1. Build and maintain long-term relationships with existing and prospective clients.2. Understand clients' financial goals and suggest suitable investment solutions.3. Promote financial products such as Mutual Funds, SIPs, Bonds and other investment opportunities.4. Generate new business through client acquisition, referrals and networking.5. Follow up with clients regularly and provide portfolio-related service support.6. Assist clients with investment onboarding, documentation and account-related queries.7. Achieve business development and revenue targets.8. Stay updated on financial markets, investment products and industry developments.

Acquiring customers for financial products, like Mutual Fund, Insurance, Demat Trading, Fixed Deposits. Meeting new clients & Targets if applicable. Lead Generation and follow with prospects. Planning & Execution of sales promotion activity. Build and maintain professional networks. Creating & Publishing Report and MIS. Data Mining and profile filtrations. Other official tasks as communicated from time to time.