Roles and Responsibilities:

- To handle the investment portfolio of HNI(High Net worth Individual) & Retail Clients, maintain the relationship with them & based on their investment guide them to create wealth.

- Performing the role of Suspecting, Prospecting & referencing to acquire new customers.

- Acquiring Knowledge and developing skills on products and process through E-learning modules.

- Cold Calling / Strong follow up of prospects.

- Competitor Analysis

- Doing requirement analysis for proposing the best suitable solutions to the Clients.

- Cross Selling and Up Selling of different Products.

- Proposal Preparation & Negotiation.

- Maintaining healthy relations with existing clients and keeping in touch with them for generating repetitive business.

- Maintaining daily / weekly / quarterly reports for generating revenue.

- Sharing knowledge with teammates for any new update in Business Domain.

- Company Software and Website demonstration was given to the clients

Skills Experience & Qualification: ( Framework required by the position):

- 2 to 4 years of experience in Banking, Finance & insurance sector

- Graduation is mandatory to apply for this job

- Candidate having best of knowledge of BFSI sector

- Good influencing and negotiation skills.

- Candidate is ready for work with bank staff

- Age below 38

Interested candidate can apply on sandip@tekpillar.com mail or Call On 9638646812

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