• To generate income in line with the set target of the company
• To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.
- Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
- Develop new sales/marketing strategies to attract new.
- Facilitate cluster presentations and develop apposite marketing pitch(es)
- Facilitate conversion of prospects both from cluster presentations and otherwise.
- Manage and develop a good relationship with existing clients and generate a network of referrals
- Generate market intelligence for consistent improvement of new/existing products.
- Generate weekly/monthly reports on the progress of the conversion.
- Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
- Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
- Any other assignment as may be assigned by your supervisor
Requirements
Bachelor’s Degree or it's equivalent
Work Experience:
- 3-6 years experience in Financial services (preferably not in banking)
- Any sales experience (other than financial services) but with a first degree in Economics
- Good Presentation skills
- Proficiency in usage of Microsoft Office tools
- Leadership skills
- Proactive decision-maker
- Self-starter
- Sound ethics and integrity.
- Flair for business development & strategic thinking
- Flair for Client Experience Management
