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  • Job Roles and responsibilities • Formulate marketing plan to acquire new financial planning customers • Co-ordinate with back office team to ensure the financial plan is implemented with utmost due diligence • Responsible for conducting financial planning workshop in corporates, association Etc. for lead generation. • Must have knowledge on financial planning concepts • Coordinate and negotiate with vendors • A ...

  • Ø The Sales Executive will work very closely with the Team Leader / Sales Manager / Branch. Ø To source Business – Asset Products from the Branch Customer base / HNW of the Branch / Open Market. Ø Visiting the Allocated Branch on a daily basis and meet the Branch staff for the Lead generation and update the Lead tracker register on a daily basis. Ø Responsible for conducting Events/Displays. Ø Ensure all ...

  • The role of a Relationship Manager is one of the most important roles in the organization. From acquiring a customer to maintaining a healthy relationship, the RM will be responsible for all aspects of client relationship. The selected RM will get the opportunity to work with schools and shall play a major role in understanding the loan requirements of the school, recommend a suitable solution, walk ...

  • to the Clients 9. Finance negotiations 10. Insurance negotiations 11. Maintaining good relation with dealership and customer Location: Bangalore,Mysore,Tumkur,Raichur,Davangere Minimum 1 year experience in sales

  • 1. Sales Promotion. 2. Attend more number of enquiries. 3. Enquiry customer are converted into login customer 4. Collecting the error free documents 5. PDD follow up and collect within TAT. 6. Maintaining Relationship with Clients by Follow-up. 7. Coordinate in Promotion Activity. 8. Support to the Clients 9. Finance negotiations 10. Insurance negotiations 11. Maintaining good relation with dealership and ...

  • Sales Promotion. 2. Attend more number of enquiries. 3. Enquiry customer are converted into login customer 4. Collecting the error free documents 5. PDD follow up and collect within TAT. 6. Maintaining Relationship with Clients by Follow-up. 7. Coordinate in Promotion Activity. 8. Support to the Clients 9. Finance negotiations 10. Insurance negotiations 11. Maintaining good relation with dealership and customers ...

  • 1. Sales Promotion. 2. Attend more number of enquiries. 3. Enquiry customer are converted into login customer 4. Collecting the error free documents 5. PDD follow up and collect within TAT. 6. Maintaining Relationship with Clients by Follow-up. 7. Coordinate in Promotion Activity. 8. Support to the Clients 9. Finance negotiations 10. Insurance negotiations 11. Maintaining good relation with dealership and ...

  • 1. Sales Promotion. 2. Attend more number of enquiries. 3. Enquiry customer are converted into login customer 4. Collecting the error free documents 5. PDD follow up and collect within TAT. 6. Maintaining Relationship with Clients by Follow-up. 7. Coordinate in Promotion Activity. 8. Support to the Clients 9. Finance negotiations 10. Insurance negotiations 11. Maintaining good relation with dealership and ...

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