Tele calling * Client Interaction. * B2B co-ordination. * Excellent oral communication skills in English language. * Database building & Invitation of delegates. * Basic computer knowledge. (-Internet Surfing, MS. Office- Word, Excel & PowerPoint) Requirements Must have strong verbal and written English skills Strict adherence to LMS ( Lead Management System) Manage client satisfaction and feedback process to team members ...
the given targets per month in terms of Processing Fee Cross sell of Liability Products, Insurance etc. Tracking of pending deferrals till closure Principal Accountabilities of the Role:- 1.Reach the Targets set for Business and Contribution Sourcing, converting leads to Business, negotiation
the client 2. Scheduling and updating the Branch Head, Cluster Head on the portfolio managed every quarter. 3. The Advisor may be involved in product trainings/ huddles across the said region so that the RMs / BMs / CCMs understand the house view. 4. He/she is the second line of defense and shall
on an opportunity to be goofy Purpose driven with a goal to disrupt the traditional banking ecosystem.Usual start-up perks like flex hours and competitive salary ...
Technology or UDCT pass out. - Shop floor experience in Rigid Packaging in different processes (ISBM, IM, IBM, EBM etc) and different polymers (PET, PP, HDPE etc)- Techno commercial approach- Cross functional interactionSonia-Leadership HiringKelly Services (ref:mfg.careers ...
1Points to NoteExperienced Sales, Services, Account Manager from following industries :- Payments- Banks (Merchant Acquisition Roles)- e-commerce- IT Product Companies (Finance Domain) - Must have sold FinTech Solutions to CustomersPrefer candidates who can join in 30-45 daysOny B2B / Corporate Sales
Coordination with Finance, Administration, Management Trustees and technology partners of education institutions for technical integration5) Negotiating rates and ensuring go-live on scheduled timelines6) Serving as the first point of escalations7) Role involves 25% travel outside city limits and may also
generation for domestic market through email marketing and cold calling5. Schedule the conference call/skype call with prospects for reporting manager6. Understand the business directions and trends related to IT Industry7. Updating the team members about the Market / Competitor Analysis along
model portfolios Periodic Portfolio reviews for all customers Cross-Sell investments, life insurance, general insurance and SIP. Ensure all customers have a CASA for routing their investments. Ensure all customers use the Iflex wealth management system. 4. Compliance Ensure AMFI and IRDA certification
cards, 3-in -1 Dmat/Trading Accounts, FES cards. Acquire more customers from the same household Provide best in class services to these customers 3.Wealth Management Do Financial Needs Analysis and Risk Profiling for tagged customers Design a investment portfolio and plan based on ING model
have not received salary credit for 2 months and inform them that conversion/closure process will commence in case no salary credit is received for the third successive month as well. Service manager to also follow-up for additional KYC documents, if any, for the accounts where conversion to OSB has
being processed KEY RESPONSIBILITIES Non Starter Analysis. Cheque Bounce Trends Adherence to credit policy and taking appropriate deviations for the proposal to be approved at appropriate levels Monitor Approval/Deviation/Rejection rates on a monthly basis Monitor Error rates on Data Entry weekly
of the bank. Providing solutions for all kind of Service Requests from the clients with collaboration of wealth and retail banking team members. Identifying new potential wealth customers through references of the existing clients and other legitimate data sources ...
- Responsible for selling Third Party Products like Mutual Funds. - Prospect and acquire new customers through direct/natural market - Engage clients in meaningful conversations about their finances and financial aspirations and take active interest in their financial investments. - Process inputs
The concerned role is responsible for managing front end collection processes for credit cards and Mortgage for a location. The concerned position should have ï‚· Passion to overachieve business results in an efficient and effective manner 3 to 6 years of relevant collections experience in the field of Consumer Banking, having working knowledge in the areas of Consumer Risk will be an added advantage
and conduct Need analysis. Cross-Sell investments, life insurance, general insurance and SIP. 4. Compliance Ensure AMFI and IRDA certification. Ensure all customer instructions are executed the same day Ensure 100% documentation of all transactions. 5. Branch Development Drive Non primary customer