Job Description

Responsibilities:- Leads through proactive prospecting, networking and secure new business opportunities.- A robust pipeline of leads through email, networking events, and social media.- A list of customers who fit our ideal client profile.- New clients for our various services.- The client's need and specific requirement. Present proposals aligned to his goals and objectives.- A client is onboarded, continue to nurture and grow the relationship.- Their existing portfolios and providing appropriate suggestions.- And presenting research reports, mutual fund updates, life and health insurance services to clients.- Rapport which will help in maintaining client loyalty and securing repeat business.- As the primary point of contact, fostering trust, delivering exceptional customer service, and ensuring client satisfaction.- Client concerns, gathering feedback, and identifying opportunities to upsell or expand our (For Nashik, Ahmedabad & Kutch)- Networking and lead generation skills. Ability to identify and convert potential clients.- Communication and presentation skills to effectively put forward the various services.- Mindset to understand client needs, conduct market analysis, and position our services strategically.- To grow in a fast-paced environment, manage multiple priorities, and meet ambitious targets.- Degree in commerce, marketing, or a related field (MBA-Finance/Marketing preferred). Having a CFP or NISM XA & XB certification will be an added advantage.- Atleast 3 years relevant experience (ref:updazz.com)

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