Role Purpose:

Role is to increase client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from open market and activate inactive clients
Internal Focus – Branch Relationship Team
External Focus – Investors

Education Background:

Graduate/Post Graduate/MBA with 2 years of experience from BFSI.

Work Experience:

More than 2 Yrs of Sales experience, Preference to NISM Certified candidates with experience in new client acquisition.

Critical Skills Required:

• Relationship Management
• Influencing Skills
• Technical – Product Knowledge
• Presentation skills
• Interpersonal skills
• Effective Communication
• Result oriented with proper adherence to compliance
• Negotiation skills

Key Accountabilities:

• To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
• Generation of fresh leads through reference to shore up the clientele .
• Responsible for advising Investors, to be able to analyse the asset allocation of Investors to customize the approach in accordance for focused selling .
• Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth .
• Profiling customers and provide financial products to meet customer needs.
• Ensuring the highest levels of service to Corporate clients/HNI and Retail customers.
• Providing Investment planning and advice.
• Achieving sales and revenue targets spread across product mix.
• One point contact for the assigned customer.
• Acquisition & Servicing of Retail and HNI customers.