Posted:3 days ago|
Platform:
Work from Office
Full Time
Develop strategies to increase revenue, customer base, and wallet share.
Drive cross-selling & upselling of financial products to HNI clients.
Achieve sales and revenue targets for each branch.
Ensure seamless branch operations with a focus on customer experience and efficiency.
Implement and monitor SOPs for key processes like account opening & trade execution.
Ensure compliance with SEBI and exchange regulations.
Enhance client retention and AUM through engagement strategies.
Offer personalized wealth management solutions.
Oversee Relationship Managers to ensure top-tier client services.
Swastika Investmart
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