Job Description
Roles and Responsibilities
-Conduct daily sales calling with prospective new clients and identify their needs.
-Provide and develop solutions and suggest schemes to clients basis their requirements and goal
-Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles
-Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch
-Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.
-Achieve financial goals of the clients through various product line
-Update and cross sell products to existing clients and update them about the primary and secondary market trends
-Update self-regarding all schemes, products and ...