Develop and foster relationships with ultra HNI worth clientele, retaining and enhancing advisory relationships. Establish and grow relationship with key accounts/decision makers to boost business. Conduct comprehensive review of client portfolios to assess strategies based on objectives and risk profile, identify opportunities and prepare customized asset allocation suggestions. Portfolio offering of wide range of investment vehicles, including equities , structured products ,Mutual Funds, Insurance, Gold asset allocation, bonds and derivatives.

•Generate new business to achieve defined sales targets• Build and deepen relationships with existing customers to achieve increase in revenues• Provide professional customer service to achieve a high customer satisfaction and retention• Achieve the budgeted cross sell targets• Ensure compliance with policies and procedures on an ongoing basis

• Generating targeted revenue of 60 Lakhs •Successfully introduced Indulge credit card with One lakh and two lakh fees in Bangalore market and sold to more than 100 customers till date• Cross selling loan on phone basis existing credit line to card customer• Identify and generate sales opportunities through database deals and Corporate/bulk tie ups• Follow and adhere to the strict KYC norms set• Seeks a deeper understanding of the client needs and expectations.• Addressing customer issues and ensuring the same is resolved within TAT• Ensuring Timely Collection of Product Fee and maintaining unpaid ratio below 3% of overall sourcing•Training of fresher candidate• MIS reporting of business daily