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Financial Advisor
2 weeks ago
Responsibilities
To up sell MF products to Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client /wealth client.
Providing Investment planning and advice
Achieving sales and revenue targets spread across product mix
One point contact for the assigned customer
Acquisition & Servicing of Ultra HNi and Wealth Client
Preference to NISM Certified candidates with experience in managing wealth client with in depth knowledge of Mutual Funds.
Qualifications
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
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