Roles and Responsibilities

-Conduct daily sales calling with prospective new clients and identify their needs.

-Provide and develop solutions and suggest schemes to clients basis their requirements and goal

-Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles

-Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch

-Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

-Achieve financial goals of the clients through various product line

-Update and cross sell products to existing clients and update them about the primary and secondary market trends

-Update self-regarding all schemes, products and ...