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You will be updated with latest job alerts via emailJob Profile & Responsibilities:
A) Key Responsibility Area
Client Sourcing
Periodical Financial Review
Day to Day Coordination between Client & Operations
Up sell and Cross sell
Renewals of Investment & Insurance Products
B) Key Performance Indicator
New Client Conversion
Client Retention
New Client Referrals
Product Sales Outcomes
100% Renewals
100% Client Wallet Share
Qualifications
CFP/ NISM Level1 & Level2 Registered Investment Advisor Certification & NISM VA MF Certification
Other SkillsAdvanced working knowledge of Excel Basic Knowledge of Word & Power Point
Good written and spoken English
Good written and spoken English
client sourcing,financial review,upsell and cross sell
Full Time