<div>&nbsp;Key skills include:</div> <div> Advising clients about financial products and services</div> <div> Determining the best strategies to meet clients&rsquo; financial goals and analyzing financial<br /> information from clients.  Examining investment options to determine compatibility for client financial plans.</div> <div> Implementing wealth accumulation strategies and management strategies, which may<br /> include complex and sophisticated approaches to reach your life goals.</div> <div> Meeting Sales targets of Inflows.</div> <div> Establish and maintain stronger relationship with existing high net worth investors and<br /> thus generating business and references to meet the sales targets assigned.</div> <div> Efficient in making calls and meetings with high-net-worth investors.  Achieve given targets on cross selling, upselling and SIP/STPs.</div> <div> Providing excellent customer service and helps investors with financial planning to the<br /> HNI&rsquo;s/UHNI&rsquo;s</div> <div> To handle portfolio of HNI/UHNI customers and cross sell various products according to<br /> clients need.</div> <div> Acquire new customers through referrals from existing customers who meet product<br /> criteria.</div>