Acquiring and servicing HNI & UHNI Clients
Identify the potential investment product for the client by assessing the risk profile of the client
Deepening ETB relationships
Responsible for revenue generation by offering third party and various cross sell products to the mapped base of various branches.
Fostering durable relationships within the existing client base. Identifying key accounts; cultivating, negotiating and closing new business partnerships through targeting decision-makers for achieving individual as well as teams sales target.
Maintaining the existing clients by providing service and follow up, managing the relationship at various levels of clients and ensuring best practices are implemented at all times.
Maintaining close relations with major account holders/corporate, ensured repeat business, effecting sales process modifications as per feedback, and soliciting referrals through superior customer management.
Pitching for new business development, building and maintaining strong relationships with key accounts and agencies. Taping key categories of customers with a clear focus on maximizing profit objectives across business divisions.
Identifying primary thrust areas of business through market surveys and analysis. Implementing strategic marketing and business development measures to optimize sales, volume distribution and customer service.
Experience in Wealth Management & Banking
Experience in Sales & Acquisition
Exposure of Banking & Wealth Products