Must have knowledge of Cross selling for various financial Products,
Must have strong communication skills both written & verbal,
Have the ability to achieve targets
Acquisition of Partners and Clients.
Must be good at client relationship management and Partners.
Should be well versed with the PMS, Mutual Fund and Advisory Products and able to promote our investment Products,
Ensure compliance as per various regulators and organization guidelines,
Maintain brand image of the organization,
Focus on achieving financial goals of the organization,