Key skills include:

 Advising clients about financial products and services

 Determining the best strategies to meet clients’ financial goals and analyzing financial
information from clients.  Examining investment options to determine compatibility for client financial plans.

 Implementing wealth accumulation strategies and management strategies, which may
include complex and sophisticated approaches to reach your life goals.

 Meeting Sales targets of Inflows.

 Establish and maintain stronger relationship with existing high net worth investors and
thus generating business and references to meet the sales targets assigned.

 Efficient in making calls and meetings with high-net-worth investors.  Achieve given targets on cross selling, upselling and SIP/STPs.

 Providing excellent customer service and helps investors with financial planning to the
HNI’s/UHNI’s

 To handle portfolio of HNI/UHNI customers and cross sell various products according to
clients need.

 Acquire new customers through referrals from existing customers who meet product
criteria.