market trend to determine whether they fit into clients portfolios To understand clients needs & requirements and accordingly position products & services To coordinate with product and research team for taking investment decision for the clients To recommend strategies clients can use to achieve
- 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
of reports (like account closures, account opening, Fixed Deposit renewals/ closures etc.) and thus, daily business generation Maintain customer relationship through sourcing and on- boarding process Monitor DSR (Daily Sales report) on a regular basis Manage leads through SFA (software used for entering
as and when required/requested by client to promote client business or gather key Govt. Departmental sign offs. Co-ordinate with centres and concerned Service Providers within allotted district/territory Should be able to effectively communicate in Hindi language during public speaking & motivation Educational Qualification:- Full time MBA (preferably in Marketing/IT/Operations) field from a recognized ...
and contingency plans, and implement action plans to reduce or eliminate project risks. Other duties as assigned. Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability