Formulating The Strategies To Increase Client Base.
Contact all mapped 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 All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients.
Preparation And Execution Of Financial Planning
Risk Profiling Of Existing & New Clients.
Regular Portfolio Review Of Existing & New Clients.
Providing seamless & superior service delivery.
Timely follow-up on all the product renewal opportunities uploaded in the system.
Promote large ticket MF SIP\'s per month.
Manage AUM & month on month growth of the same