• Having fantastic, value creating & memorable conversations with clients every single day!
• Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and
monitoring those solutions.
• Managing investment portfolios and making people ready to meet their financial goals by following the financial planning
process.
• Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations
of the organization.
• Would be responsible for relationship Building & Management with the customer for sale & services of financial products of
Anytime Invest.[ Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]
• Identify & recruit right quality partners to build a strong partner base.
• Provide training on products, business processes and selling techniques continuosly.