Manager - LA Premier

Conduct daily sales calls with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients’ basis their requirements and goal. Conduct timely and regular follow-ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM. Review and diversify existing client portfolios on a regular basis and provide guidance accordingly. Achieve the financial goals of the clients through various product lines. Update and cross–sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending training. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generating leads.

Knowledge: Product Knowledge – have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolios in terms of their risk and reward appetite and assist them to achieve their financial goals. Financial planning/ Investment Advisory – have thorough financial and sector knowledge as well as knowledge of competitors, must provide sound and reliable advice to clients