Job Role : - Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.- Build and deepen relationships with existing Customers to achieve increase in share of wallet.- Acquire New Clients for the firm and also develop new territories.- Adhere to all company processes and policies, and carry the brand through developed functional and behavioral skills.- Deliver Sales TargetsJob Requirements :- Excellent written and oral communication skills- Strong Organizational Skills- Strong Communication and Interpersonal Skills- Experience in investment/financial services- Team player and Collaboration skills- Relationship Management Skills (ref:updazz.com)
updazz .com
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