Senior Recruitment Executive at Poonam IT Consultancy Services, Bangalore
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Head - Sales - Private Wealth - Bank (12-18 yrs)
Candidate Profile, Requirements & Responsibilities :
- Building and maintaining your client base.
- Able to create the prospect for new clients
- Presentable, good communication skills, proficient in English.
- Should be able to communicate with High-Net-Worth Clients.
- Should already have deep knowledge of all the latest financial products in the market.
- Reviewing client investments and plans on a regular basis.
- Contacting clients regularly to discover changes in their financial status.
- Maintain and deepen the relations with existing clients and updating the Investment Solutions.
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
- Respond to prospective customer queries about financial planning.
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