- Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions:- Conduct daily sales calls with prospective new clients and identify their needs.- Provide and develop solutions and suggest schemes to clients\' basis their requirements and goal.- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lines.- Update and cross sell products to existing clients and update them about the primary and secondary market trends.- Update self-regarding all schemes, products, and solutions by regularly attending training\'s.- Share regular communications with clients regarding information, research and material of the organization.- Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generating leads. (ref:updazz.com)
updazz .com
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