Achieving business targets as laid down by acquiring new client relationships and maintaining them • Proactively understanding customer needs and cross- selling multiple products as per the requirements • Should adhere to all policies and guidelines for lead generation as well as closures • Execute all activities / campaigns as planned by the respective branch manager / sales manager • Should attend and clear CFA certification examination within agreed timelines • Daily completion and submission of sales reports to the superiors • Displaying customer centricity by executing all customer interface processes within defined timelines.
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