Existing client retention which in turn contributes to revenue generation through sale of all kind of assets products [HL, LAP, BL, PL, car Loan, LRD, CC,] to HNI Clients and Retail Clients
Regular Portfolio Analysis & Financial Assessment of existing active and non-active clients.
Client acquisition of new customers and client retention of an already existing client.
Understand the financial need of every client and provide the relevant advice and proper Financial Planning.
Regular follow ups (Daily/Monthly/Weekly) with the client to deepen the relationship and develop the trust.
Excellent command over verbal and non-verbal English communications
Team player with great interpersonal skills
Ability to multi-task and deliver on short deadlines
Self-motivated with strong presentation skills