Represent company values and vision to all prospective customers and present our services
Build relationships with existing and prospective clients
Conduct a comprehensive financial need analysis of customers & provide the right investment solution which includes Lockers, Mutual Funds, Life & General Insurance, Fixed Deposit products
Take accountability in handling clients investment portfolios
Meet Productivity targets as assigned by the Organization month on month.
Cross-Sell and Up-Sell to existing clients
Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
Maintain customer relations & ensure post sale needs of customers are met.
Observe strict adherence to policies and procedures.
Organize marketing activities or events to raise brand awareness.
Minimum requirement: Under Graduates
Prior Work experience of two years or more in the BFSI sector with exposure to Life/ General Insurance/Mutual Fund Sales.
Leading HR service provider.