Relationship Executive

About the role

Job Purpose – 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

What you'll do

• 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

What you need

• Cross-selling
• Sales
• Any graduate