Broking functional Area Financial Services, Banking, Investments, Insurance Job Role Regional Manager Keyword HNI Sales Relationship Management Cross Selling Insurance New Client Acquisition Mutual Funds PMS HNI equity sales mutual funds sales equity DEMAT SALES BROKING SALES MBA Fresher MBA 2016
To give presentation in the Basic Training if instructed to do so To ensure service standards are maintained at his branch. Industry Banking / Financial Services / Broking functional Area Sales, Retail, Business Development Job Role Sales/Business Development Manager Keyword rm SIP Relationship
Net Worth customers. Industry Banking/Financial Services/Broking functional Area Sales / BD Job Role Sales Exec./Officer Keyword Wealth Management Financial Planning Investment AdvisoryHNI AcquisationDirect Sales Portfolio Management TPP Banking Products Retail Branch Banking CASA sellingHni
Dear All, We have and urgent opening for RM - Portfolio Management & Wealth Advisory. we are open for MBA fresher. We have and urgent opening for RM - Portfolio Management & Wealth Advisory. we are open for MBA fresher. Industry Banking / Financial Services / Broking functional Area
*Convrting & generating revenue frm Stop Trading custmrs assigned for conversion. *Proactive Retention of custmrs. *Interaction wit clients on research calls,advisory to keep clients active & increase revenue. *Conducting IKP Sessions. *Acquisition. Industry Banking/Financial Services/Broking
Manage Sales function for mentioned regions To liaise between Corporate Office and the sales team based out across the country Business Development for both B2C and B2B Help Veracity in introducing new products. Manage overall sales process, set appropriate metrics for sales funnel management
Actively participate in key medical and scientific conferences by staffing medical informationbooths, gathering intelligence on competitors? Drive the local medical plan through implementation of scientific advisory boards, conduct ofspeaker programs , facilitate the submission of IST proposals from
Role: The Relationship Manager would be responsible to build and deepen relationship with new and existing HNI/Ultra HNI clients by offering and providing solutions to a wide range of Private Banking / Wealth Management products (Mutual funds, Insurance, Bonds, equity, derivatives) and enhancing Desired Skills and Expertise Preference will be given to full time MBA with 2 to 7 years of wealth Management ...
of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.Profile Customers and provide financial products to meet customer needsDeepen the relationship by Cross selling to mapped broking clients and Services according to Customer NeedsEnhance & Retain customer
*Keep all operational guidelines updated and ensure adherence to underwriting procedures *Adhering to TALIC policies and providing need based selling support by conducting joint sales calls with the Relationship Managers *Adhere to the partners touch-point engagement in order to service his portfolio *Minimum qualification- Graduate, Post graduation would be added advantage. *Minimum 4-8 yrs of ...
the understanding of the needs Advise CG customers to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needs Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored
and future customer needs Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration Ensure coverage of all relationships through customer engagements, risk profiling and financial planning Organize CG customer
Services/Broking functional Area Banking / Insurance Job Role Sales Officer Keyword Relationship Manager Sales Manager Sales Officer Relationship Officer EquityCommodity Trading RM BDM Business Development Client acquisition Sales Hni Client Handling Job Type Permanent
Driving sales through efficient utilization of relationships and resources. -Build relationship with Key Centre of influence within the network to manage and develop business prospects. -To manage objections and motivate business flow from each COI. Industry Insurance functional Area