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Required Skills & Competencies

·         HNI Client acquisition and Client retention & deepening.

·         Local network, Market and Investment product knowledge

·         Pitching the right product basis, the need and goals of the client

·         Ability to interpret market trends, high collaboration, good communication

·         Negotiation skills, target orientation, acquisition experience, expertise and customer centricity.

     Undertake new client acquisition, retention & growth

•          To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenue

     To achieve targeted profitability & fee income

•          To maintain sales volumes & achieve targeted revenue from all customers/ products.

•          To share regular market updates with clients and provide right investment solution.

      To contribute to customer satisfaction initiatives

•          To follow the ethical and fair practices code for selling products

•          To ensure regular availability of research material and inputs to the clients

     To ensure policy adherence and documentation

•          To be aware of all critical policies & procedures & ensure compliance with them

·         To help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures

    To formulate periodic MIS and track competitor moves and report them periodically

·         To send detailed periodic activity & sales reports to the Team Lead.

·         To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams.

      To contribute in skill enhancement

·         To ensure ongoing self-development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services

 

 

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