Management Trainee - Sales - BFSI (0-1 yrs)
Major responsibilities
- Track the preferred (HNI/Ultra HNI) client segment in the market for new acquisition through networking, data base, market intelligence and references from existing clients.
- Generate Cross Sell revenue through Financial Planning.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients and advice them on their Investments and managing their overall financial portfolio.
- End to end customer relationship management.
- Have a customer centric approach and ensure that customer is serviced well.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
