-Contact all clients through daily/weekly/monthly calls, regularly
-Maintaining long term relationships, deepening relationships With Existing High -Net Worth Customers So As To Increase Revenue Base For The Company
-New Client Acquisition And Revenue Generation Through Sale Of Liability -Products Including Life Insurance, Mutual Funds, Fixed Bonds, PMS etc To HNI/Retail Clients.
-Promote large ticket MF SIP’s per month.
-Manage AUM & month on month growth of the same
-Achievement of Product wise targets.
-Formulate outbound & inbound sales plan to acquire new HNI clients/Retail clients for increasing customer base of the portfolio.
-Ensuring need based product approach towards clients & regular reporting of -Product Penetration.
Desired Candidate Profile:
1.Experience in direct sales of Mutual Funds and Life Insurance.
2.Active Client Base.
Salary: ₹ 2,00,000 - 6,00,000 PA.
Location: Delhi NCR
[Apply here ]