Job Details
Key Responsibilities:
Develop and maintain strong relationships with clients to understand their needs and provide personalized advice and solutions.
Effective cold calling and relationship building can help to generate your own leads and build new connections.
Proactively seek out new business opportunities and generate new leads to expand the client base
Conduct regular performance reviews and provide updates to clients.
Ensure compliance with industry regulations and company policies and procedures
Actively looking for possibilities to upsell and cross-sell to existing customers
Obtaining referrals from the current clientele to widen the pipeline
Overseeing pre- to post-sales support activities for the designated goods and and regions while guaranteeing
the greatest level of client satisfaction.
Stay up-to-date on market trends and developments to ensure the team is well-informed and equipped to
provide expert advice.
The KYC (Know Your Customer) process for customers will be conducted with the assistance of the CST
(Customer Service Team).
Qualification:
Completion of any PG / UG / Any Specialization
Minimum of 8 years of relevant experience in wealth management, including at least 5 years of leadership
experience.
Excellent leadership and communication skills.
Having knowledge of Excel is essential for this position.
Proven track record of achieving targets and growing revenue.
Strong knowledge of financial planning and investment strategies.
Ability to motivate and inspire team members to achieve their goals.
Good command of oral and written English and the ability to converse freely and build rapport.
Experience in Sales process end to end is a plus.
Job Types: Full-time, Permanent
Experience:
total work: 4 years (Preferred)
Customer Relations: 2 years (Preferred)
Work Location: In person,
Other Details
- Industry BFSI
- Recruiter Details Logistics Sector Skill Council
- Job Tags customer service
- Job Type Full time
Recruiter Details
- Logistics Sector Skill Council
- All India
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- hidden_mobile
Company Details
Logistics Sector Skill Council
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