HR Recruiter at TekPillar Services Private Limited
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Current Account Relationship Manager - Sales - BFS (3-5 yrs)
- Meeting and Acquisition of new clients and formulating strategies to increase the client base.
- Dealing with existing clients.
- Preparation and execution of Financial Planning.
- Regular portfolio review of clients.
- Providing advisory services into various instruments majorly in General Insurance, Mutual Funds, FD, PMS, bonds, Equity, Gold (ETF), & FMP.
- Approaching need-based products to the client through Financial Planning.
- Access the portfolio risk according to changing market situation.
- Generating the revenue primarily through core products.
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