Strong communication,excellent presentation &interpersonal skills
The ability to build and maintain relationships.
Basic knowledge on Markets, Equities and Asset allocation
Client Centric Approach.
To generate leads and act as a productive resource.
Create and enforce plans that will help meet the needs of customers.
Deal with HNIs & ultra HNIs of South Gujarat
Maximizing their wealth by offering them smart Investment solutions
Quality lead generation by ones own self
Educate investors about the Wealth Management.
Keyskills: field work sales relationship management