- To promote all the product line of the leading BFSI company - To up sell Mutual Fund products to Retail/HNI Clients in open market- To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve the business targets assigned in terms of up selling the leading company\'s Mutual Fund Products enhancing and upgrading the Client Net worth relationships - Profiling customers and provide Investment plan & financial advice to the client/HNI clients - Ensuring the highest levels of service to the client /HNI clients - One point of contact for the assigned client - To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls - Certification (Mandatory): Must be NISM Certified if not you can apply for NISM post selection (ref:updazz.com)
updazz .com
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