To 2.75 + Allowance + incentives Experience : 2+ years in Bancca / life insurance Candidate Preferred DESIRED CANDIDATE PROFILE Good communication skills Should be presentable Should have conveyance Good convincing Power Requirements QUALIFICATION : Graduate / Post Graduate EXPERIENCE : DESIRED CANDIDATE PROFILE Good communication skills Should be presentable Should have conveyance Good convincing Power ...
level of knowledge of Private Banking products and services by keeping up-to-date with related developments. • Accomplish tasks efficiently by showing concern for all aspects of the job, pay attention to detail and ensure that output is delivered at the highest possible standard. Relationship Manager
Position: Relationship Manager Privilege Key Job Responsibilities - 1. Acquire quality clients through networking, data base, market intelligence and references from existing clients. 2. Generate Cross Sell revenue through Financial Planning. 3. Promote Focus Product of the month 4. Maintain Minimum 1 years in financial sales
*Drive the new client acquisition process at the ground level. *Develop strong long-term relationships with SME businesses. *Maintain consistently high service standards and customer satisfaction. *Handle risk management and statutory activities ...
operations for driving business by effective relationship management and delivery of value added service. - Demonstrated skills in team management with excellent organizational ability. - Should mobilize team from other broking firm. - Need to manage branches across Lucknow. - Good Knowledge of Capital
in Insurance Company / Broking House Specific Skills/ Abilities Required : Good Communication Skills Computer Skills Mailing etiquette Must be Confident & Energetic Good Coordination Skills Self Conveyance Ready to work in field Compensation details : 14 to 18 K CTC
ensure new client acquisition, retention & growth To identify potential HNI clients through referral networks To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls. Daily tracking of & personal
sales targets, providing necessary assistance and ensuring achievement of the organizational revenue targets in budgeted parameters. - Significant experience in overseeing operations for driving business by effective relationship management and delivery of value added service. - Demonstrated skills
Responsible for generating revenue & maximizing the brokerage for the department by meeting the targets of account opening operations. To accomplish his Account opening targets, set by the superiors. Accomplishing their brokerage targets. Generating leads through cold calling. Analyzing & increasing the client database and finding out the potential. Acquiring more and more Clients with high net worth for ...
Responsibilities for the role: Achieving Sales targets and Productivity norms Agent recruitment and activation Team management skill required Maintaining a healthy business mix(motor v/s non-motor) Cover Note control Job requirement : Understanding of the local market. High level of travelling
About the role Key Deliverables of the Role: The key deliverable for the organization this year is increased AUMs and New To Organization clients (NTO) Hence the key objective of the Relationship Manager would be to acquire qualified NTOs with minimum wallet share of 1 Cr Another key objective
Acquisition & managing High / Ultra High Net Worth customers Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements Analyze client portfolios and make necessary suggestions. This includes comprehensive financial
on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships into the private banking group. Managing relationships of super HNI clients, retaining & enhancing advisory relationships. Service the banking requirements of the super HNI
retaining & enhancing advisory relationships. Service the banking requirements of the super HNI clients. To execute cross sell efforts as per focus of the bank at any given point in time. To keep one self updated on the financial markets and in advisory products / services in particular. To acquire
industry and service offerings of the IT industry. Must have Prior experience in Marketing and in Contracts Negotiations. Education: MBA not required / however must be have thorough English communication as well as must know IT jargons/ technical savvy. Work timings : 2 pm to 12 am ...
and identification of control deficiencies and emerging risks Liaise with GIDA Managers and Risk and Control team involved with internal/external audit reviews for GIDA and Citi organizations, to facilitate audit deliverable requests Working knowledge or willingness to learn new policies Support content
Responsible for the lead management, sales and business development for the Region Manage Client acquisition campaigns and Lead Generation to build IndiaProperty as a flagship brand for Property Services in the respective region Responsible for Service Delivery ensuring client retention