Sales/am/rm/wealth Rm

2 months ago


Chennai Tamil Nadu, India Venpa Global Technologies Full time

1. Acquisition of new Customers and Increase book size.

2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals - Domestic and NR.

3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.

4. Responsible for catering the investment needs of clients by providing them research based advises.

5. Interfacing all queries of Clients and understanding their investment needs.

6. Manage portfolios of clients and offer them investment solutions.

7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.

8. Promote high quality sales, supply and customer service processes

Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)

**Job Types**: Full-time, Permanent

Pay: ₹174,788.08 - ₹1,592,841.81 per year

**Benefits**:

- Health insurance
- Life insurance
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus
- Quarterly bonus
- Yearly bonus

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


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