The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

Key Job Responsibilities:

- Acquire new clients and Increase engagement of existing client by providing complete financial planning solutions

- Conduct daily sales calling with prospective new clients and identify their needs.

- Provide and develop solutions and suggest schemes to clients' basis their requirements and goal.

- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.

- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.

- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

- Achieve financial goals of the clients through various product line.

- Update and cross - sell products to existing clients and update them about the primary and secondary market trends.

- Update self-regarding all schemes, products and solutions by regularly attending trainings.

- Share regular communications with client regarding information, research and material of the organization.

- Conduct regular marketing activities with the regional marketing and product team by showcasing products and features and generate leads.

Achieving Revenue Targets:

- Ensure that revenue for the total review period meets the target revenue targets.

- Share daily business data from respective clients with the branch client service officer.

- Ensure and drive high utilization of digital platforms keeping in mind organization ethics.

Knowledge:

- Product Knowledge - Have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds.

Wealth/ Portfolio Management - Understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals.

Financial planning/ Investment Advisory - Have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients.