Scope of the Role
Acquire new clients through your own database, Organization database and field activities.
Capabilities to handle HNI and NRI clients.
Responsible for identifying customer needs assessing their risk appetite and providing them investment options.
Responsible for achieving targets as assigned by the organization on monthly basis.
Provide regular updates to the immediate superior when required.
Job Description
Acquire new clients through your own database, Organization database and field activities.
Capabilities to handle HNI and NRI clients.
Responsible for identifying customer needs assessing their risk appetite and providing them investment options.
Responsible for achieving targets as assigned by the organization on monthly basis.
Provide regular updates to the immediate superior when required.
Ideal Candidates
Required candidate profile :
1) Must have knowledge of financial products.
2) Should have good communication & presentation skills.
3) Pleasing and positive attitude.
4) Should be a self-starter, proactive & target oriented.
5) Relationship building skills required is a must
Key Skills
Schedule
Qualifications
- Graduate (Preferred)
- Total work: 2.0 Years (Preferred)
Hiring Insights
- Hiring 1 candidates for this role
- Hiring in 1 to 2 weeks
