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Business Development:
UpOnly
posted 3mon ago
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Fixed timing
Key skills for the job
Job Description
Key Responsibilities
- Build and maintain strong client relationships to understand their financial goals and needs.
- Ensure the delivery of tailored wealth management solutions and services to meet client objectives.
- Strong knowledge and understanding of financial markets.
- Excellent communication, and interpersonal skills.
- Strong analytical and decision-making abilities.
- Compliance and regulatory knowledge.
- Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.
- Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.
- Nurture client relationships and address clients questions regarding financial plans and strategies.
- Analyse clients requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.
- Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about update.
- B.COM / B.A. / B.M.S. / B.B.A. / P.G.D.B.A. or equivalent.
Employment Type: Full Time, Permanent
Functional Areas: Sales
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What people at UpOnly are saying
What UpOnly employees are saying about work life
based on 12 employees
Strict timing
Alternate Saturday off
No travel
Day Shift
UpOnly Benefits
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