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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Recruitment Services |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
Indentifying HNI ClientsSelling third party investment products like MF & FDDirect Revenue generation through selling liability products(investments & Insurance)Meet assigned revenue targetNew client acquisition and enrolling same in Tata Capital systemCross selling of asset products & lead generationServicing clients & portfolio management As mentioned in job description All New Customers and Branch Staff AMFI CERTIFICATION, Practical field experience in terms of selling Investments & Insurance.Knowledge of Financial Planning & need analysisGood command over English and local languageGood interpersonal skillsProactive in approachAbility to work under pressureComputer Skills - MS Office ,
Keyskills :
salesmarketingbankingcustomer relationscreditnew client acquisitionms officecross sellingcomputer skillsfinancial planningclient acquisitionrevenue generationinvestment productstfolio management