1. Being the face of Anytime Invest in front of clients by living and embodying the company's core values of client centricity and empathy.
2. Would be responsible for Relationship Building & Management with the customer for Sales & Services of Financial Products of Anytime Invest. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management, etc.]
3. Manage customers in the branch or through client visits & provide Financial / Investment Advisory.
4. Develop new relations through referencing & other sources.
5. Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.
6. Having fantastic, value creating & memorable conversations with clients every single day!
7. Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.
8. Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.
9. Identify & recruit right quality partners to build a strong partner base.
10. Ensure that the selling through team of partners is aligned to all business quality metrics.
11. Be the first point of contact for the customer to authenticate to concerns raised and validate with authorities.
"Anytime Invest is a one stop shop for all type of investment, and finance related services, we at anytime invest believes in getting all theses under one umbrella to provide end to end customer service and satisfaction. Anytime Invest is a Financial Advisory services of Mutual Funds registered with AMFI, which had been providing similar services for over years, to the satisfaction of its clients. Anytime Invest offers a wide array of products and services, including integrated Financial planning, Wealth management, Tax Consulting services , Insurance & Mutual Fund. We also have a platform to provide opportunities to individuals to start there own business, we live with people's dream and aim to help people achieve their goals."
