Senior Manager/Chief Manager/AVP - Sales - BFSI

- Identifying HNI, Retail & Ultra HNI clients and onboarding them with the company.

- Responsible for Financial advisory through the process of Financial Planning.

- Profiling Customers and provide financial products to meet customer needs.

- Providing financial planning & Investment Advice.

- Effective co-ordination with HNI customers for selling financial products.

- Regular customer engagement of mapped clients and and updating new products and offers through personal visit, phone and email.

- Acquisition of new clients and managing the existing base.

- Penetrate of all products including Mutual Funds, Insurance (LI & GI), PMS, FD, Bonds in all clients- portfolios and to Identify opportunities to cross-sell.

- Acquisition of a new Clients / Acquire and build relationship with HNI clients and handling and reviewing their portfolios.

- Managed collective AUM size of Rs. 5 cr and above.