• Handling client queries & handling them.
• Selling of financial services & create daily lead sources.
• Assess clients overall financial pictures, understand their needs and develop a rigid financial plan.
• Guide clients towards a profitable and secure financial decision.
• Cultivate client base and build healthy relationships.
• Oversee the course of the financial plan and update it, if necessary, to ensure profits & Take care
of the client renewals.
• Develop ideas for direct sales call, maintain and develop existing and new customers
through planned individual support.
(Please mention NCRJobs.in for reference)
Location : Indore
Address : 302 Shekhar Central New Palasia Main Square