The ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
- Develop and maintain strong, long-term relationships with clients.
- Understand clients financial needs and objectives, providing tailored solutions.
- Identify and pursue opportunities to grow the client base.
- Promote and cross-sell the company's financial products and services.
- Work towards achieving sales targets and business development goals.
- Provide clients with expert advice on financial strategies, investments, and risk management.
- Address and resolve client queries, issues, and complaints promptly.
- Oversee and manage clients investment portfolios and financial accounts.
- Ensure all financial transactions and advice comply with regulatory requirements and company policies.
- Maintain accurate records of client interactions, transactions, and financial advice given.
Qualifications
- Looking for person who are working as Equity Franchisee sales in companies like MOSL, Anand Rathi.MF AUM RMs(Basically to create channel partner Broker IFA/MFD/CA/Wealth Manager)
