Marketing and promoting a portfolio of products by writing and designing sales literature and through attending industry events; and applying various channels using direct sales to indirect sales. Manage client relationship through all phases of the sales cycle Provide a consultative solutions Excellent communication skills; Self starter and initiative skill Positive, confident and determined approach ...
Business development of Demat, trading account, Equity, Commodity and Currency business in the region through branch and franchisee network. Client acquisition, activation through the network and individually. Acquiring & Advising clients for trading and maintain portfolio Maintain relationship
- Execute trades on live terminal and collect cheques from clients. - Educate clients with the market behavior and encourage them to self trade on line. - Acquire new clients through references and prospecting. - Know market sentiment through research, valuation and data analysis. - Monitor BSE/NSE
Execute trades on live terminal and collect cheques from clients. Educate clients to move on to self trade on line. Acquire new clients through references and other sources Know market sentiment via research, valuation and data analysis Monitor BSE/NSE and other international market performance
efficient relationship with clients in targeted channel / market - Manage customers- needs / expectation in line of company guidelines to ensure win / win relation Skills :- 5 to 15 years total experience min. 2 out of in B2B/B2C channel in India - Excellent communication and presentation skills - Fluent
To derive Insurance Business from assigned Bank in an area or zone Handling Individual role. To convince the Bank RMs so that they can convince their customer to invest in Company Insurance Policy . To ensure all the pre / post sales support & services to the Bank as well as to the clients Ensure Candidate should be from Insurance and bancaasurance channel. Handling Individual Role or Team Handling ...
Generate business through open market / Ref/ Builders /DSA/DST forPlanning daily logins & disbursement target to achieve Monthly targets.- Handling legal & technical issues related to property.- Interacting with the credit as well as operations to ensure fast disbursement process. - Maintaining & monitoring all the Data of the Sales against the target & reviewing it periodically ...
(xyz %) 3.Ensuring minimal compliance issues (%) 4.Cross sell /up selling of insurance products (atleast xyz %). 5.Cover note maintenance. 6.Ensures smooth cover note management. 7.Client Relationship Management. 8.CRM usage and its implementation. 9.MIS/ data management & Protection. 10.Graduate
resolution within specified time frame.7. store appearance & cleanliness8. Recruitment and training of Franchisee staff 9. Relationship management with customers and key accounts10. All major sales promotions to be highlighted at the store3) Principal Accountabilities 1. Overseeing store operations & sales2 ...
Responsible for managing a key relationship of a very reputed and demanding NBFC Responsible for managing overall business for assigned area which involves business development, sales, relationship management, operational and training support, identifying new business opportunities and meeting
Acquire Affluent retail customers , deepen existing customer relationships and cross sell third party and bank products through superior Relationship management skills Principal Accountabilities of the Role:- 1.Acquire Customers Acquire New to bank customers 2.Deepen Relationships Manage a minimum
Sales Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff and providing support for logging in applications
segment Job Description(Relationship Manager):- Business development of Demat, trading account, Equity, Commodity and Currency business in the region through branch and franchisee network. Client acquisition, activation through the network and individually. Acquiring & Advising clients for trading
1. This is an individual contributor role, i.e. there wouldn't be a team reporting into the person 2. The person would be responsible to source new HNI Customers as well as managing their portfolio 3. Relationship Value . Grade to be offered: M4/ M5 (Senior Manager/ Chief Manager) Look for Imperia RMs from HDFC, Axis Burgundy, Yes Bank and others who have experience of wealth/portfolio management