Renewals & Maintenance- Carry out monitoring visits, maintain oversight on the conduct of the accounts and take up for renewal of loans/limits as per account conduct Enhancement of relationship-Cross-sell Ujjivans products (such as CA/SA) including 3rd party products (such as insurance) as per the profile
AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise Weekly/ monthly reviews for outbound and as well as for inbound sales Prepare and review monthly activity calendar of outbound activities for BSM/ SOs on a weekly basis. Ensure
-Hands-on work experience with the following: -Windows Operating systems -Clients: Windows7, Windows Vista, Windows XP, Windows 2000 -Servers: Windows 2000, Windows 2003, Windows 2008, -Knowledge of Active Directory, Exchange 2003/2007 -ITSM ticketing tools such as Remedy, HP Service Center ...
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus on business
to effectively present information. Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis. Ability to comprehend, analyze, and interpret complex documents. Ability to solve