Relationship Manager - Sales in a leading financial Co.
Fortune Human Capital (p) Ltd | Jalandhar | www.naukri.com |
1. Acquire quality clients through networking, data base, market intelligence and references from existing clients.
2. Generate Cross Sell revenue through Financial Planning. […]
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services. […]
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulator and organization guidelines. […]
# Experience in direct selling any financial product from open market.
# Able to make good network in HNI / UHNI customer segment...
2. Generate Cross Sell revenue through Financial Planning. […]
4. Maintain records of business on internal software.
5. Induct new clients to the Central Dealing Desk for smooth interaction and services. […]
7. Conduct activities for Client Acquisition and Financial Planning.
8. Ensure compliance as per various regulator and organization guidelines. […]
# Experience in direct selling any financial product from open market.
# Able to make good network in HNI / UHNI customer segment...
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