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  ICAN Financial Solutions        Mumbai      Nov 30 2016

Job Description

• To up sell MF products to Retail Clients , generation of fresh leads through reference to share up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs. • Ensuring the highest levels of service to the client /HNI customers. • Providing Investment planning and advice. • Achieving sales and revenue targets spread across product mix. • One point of contact for the assigned customer. • Acquisition & Servicing of customers

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