Acquire new clients for Demat & Trading accounts through networking, data base and references. End to end customer relationship management. Meet Non-Trading Customers and activate them. Sell online accounts to customers and encourage them to trade online. Have a customer centric approach and ensure
- Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have
in direct sales/retail sales ,marketing and business development, clients servicing, etc. The person must be in City for a minimum period of 3 years or more and must have good social circle/contacts within the city. Must possess good communication skills. Must not be a job hopper Candidates from any
Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio. Regular contact with all mapped clients through daily/weekly/monthly calls. Resolution of queries of all mapped clients within TAT specified. Ensuring need based product approach
for the company. 6. Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process. 7. Achieving financial goals of the clients through various product line like LI, MF, FI, GI, etc ...