·       Duties/ Roles & Responsibilities 

• Recruit and maintain client bases
• Manage the sales team of 5-6 employees
• Train the new employee in Sales(regarding Mutual Fund & other products)
• Recommend to client’s strategies in cash management, insurance
• Coverage, investment planning, or other areas to help them achieve their financial goals.
• Manage client portfolios, keeping client plans up-to-date, Contact
• Clients periodically determine any changes in their financial status.
• Cultivate client base and build win-win relationships with Strong communication, negotiations, and presentation skills.

 

Skills

Requirements

·       Skills Required -

·Good team development and leadership skills.

·       Computer literacy.

·Good administrative, organizational, and problem-solving skills.

·Excellent communication, sales, and customer service skills.