Sells equity-based investment products to wealth customers, develops business, achieves revenue and sales targets, services clients, and generates customer referrals. The role coordinates with the Wealth team to encourage active trading among acquired clients. It requires strong communication, presentation, conflict management, networking, relationship-building, self-motivation, and a target-oriented approach.
Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients acquired from the assigned area, trade actively. Responsible for servicing and generating references from the partner Wealth customer base. Job Requirements Should have good communication & presentation skills. Should be a self-starter, proactive & target oriented. Should possess strong networking & relationship building skills.
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