01Overview
Relationship handling
Building and managing client relationships.
Client servicing
Servicing existing clients and responding to their queries.
Upselling and cross-selling suitable investment products (PMS, AIF, Global offerings, etc.).
Maintaining client satisfaction through proactive communication and support.
Calling and following up with old and new leads to pitch relevant investment products and convert prospects into clients.
Be available to connect and follow up with clients as per their availability.
Work with a strong sales mindset, always focused on achieving targets and driving business growth.
Minimum 1 year in investment sales / financial services.
Skills/ experience -
Strong client engagement and interpersonal skills.
Basic understanding of financial markets and investment products.
Excellent written and verbal communication.
Attention to detail and a solution-oriented mindset.
Minimum 1 year in investment sales / financial services. .
