1 - 3 years

3.0 - 3.5 Lacs P.A.

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Tax PlanningMutual FundsFinancial PlanningFinance ModellingRetirement PlanningCross SellingRetentionAcquisitionRevenue GenerationCustomer EngagementCrm SoftwareCommunication SkillsUpsellingRelationship ManagementRetirementCustomer Acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

client engagement understand customer financial needs or future needs. Cross-Selling & Upselling: Identify opportunities to recommend additional products and services that meet customer needs Educate customers on the importance of financial literacy

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