Acquires new clients through leads, referrals from acquired portfolio and self-generated leads through database.

Manage and deepen acquired relationships. Cross-sell of Wealth - Savings Account, Insurance, Investment, Retail Brokerage.

Build relationships with customers.

Relate well to different types of customers and adapt his/her style to ensure that the customer is comfortable.

Instill confidence in the customer on providing financial advise related to investments, insurance and banking transactions.

Remain calm and composed in adverse situations.

Handle customer objections convincingly and professionally.

MBAs with sales experience of 1-3 years.

Experience in investment firms, brokerage, insurance companies, banks.

Alternatively, sales experience in allied industries involving relationship management like hotels, high-end time-share, large developers.

Ability to communicate in English and vernaculate effectively.

Good networking skills - ability to start relationships and build rapport.

Good analytical skills.

Ability to understand needs of clients and sell a variety of products.

Good follow-up skills. Should be able organize own time effectively and structure own activities.