1 Advisor recruitment Identify, assess and recruit life advisors on an on-going basis to ensure an effective channel at all times 2 Team Management and Development Ensure that advisors undergo proper training on product, regulations and other selling inputs Ensure regular updates are available
Ensure that advisors undergo proper training on product, regulations and other selling inputs Ensure regular updates are available and accessible by advisors Support and train advisors by making joint calls Increase engagement of advisors to ensure retention and activation 3 Sales Focus Evaluate
address, phone number, and working hours. Ensure complete documentation w.r.t to IBR, cheque details, name of the customer, handing over documents to Sales Manager, take PGK for delivery to customer and obtain acknowledgement Training Ensure all compliance related guidelines are adhered to. 4. Control Cost
Job Specification Minimum age 23.5 years Graduate with 3 years degree 2.5 years of work experience with one year into sales MBA with one year into sales Should have stayed in the city for min 2 years
Immediate requirement is for Tirupati and Guntur and hence focus on these two cities only this week. Candidate should be from good family background and should have job stability.Candidates should have local market exp of 3yrs atleast * Accountable for handling portfolios of Retail/ HNI clients for Equity/ Commodities. * Acquire customers for the organization. * Responsible for identifying customer needs and ...
1.Accountable for handling portfolios of Retail/HNI clients for Equity/Commodities 2.Candidate should have local experience 3.Responsible for achieving targets as assigned by the organization 4.Responsible for cross selling other financial product
co-ordination with centralized travel desk. Front Office Management Handling walk-in customers. Updating of the telephone / Extn list on Branch. Attending phone calls Cost Control Measures & Bill Payments Verifying and certifying bills on FMG expenses Reducing overtimes of utility support staff. Implementation
Acting as a profit center to the company by optimum utilization of available resources. The role involves management of human resources. Managerial Responsibilities: Building the team of development managers. Motivating, mentoring and guiding the team. Creating the business plan and help the team
This position will be reporting to Regional Manager and has to support RM to manage the Branches in the Region for increasing Customer acquisition, Service delivery and maximizing productivity to achieve branch targets. Ensure local level marketing activities and brand visibility/ merchandising Skill Sets:Market knowledge, understand the dynamics of financial business Resourcefulness, interdisciplinary ...
This position will be reporting to Regional Manager and has to support RM to manage the Branches in the Region for increasing Customer acquisition, Service delivery and maximizing productivity to achieve branch targets. Ensure local level marketing activities and brand visibility/ merchandising
Business Unit - Retail Liabilities. The key priorities for the Retail Bank are acquisition of new customers, ensuring we become the Primary Bank by meeting the financial needs of our customers, growing CASA & Retail Deposits and increasing cross-sell of all products offered by the Bank. Principal Accountabilities of the Role:- 1. To ensure all institutional customers make us our primary bank . Identify ...
The Survey Engineer reports to the Project Manager Responsible for various aspects of field engineering and surveying for the project. Responsible charge for all construction layout and survey documentation Works directly with the Project Manager regarding initial project layout requirements, Must be able to read and interpret drawings and specifications. Must be organized and be capable of ...
Early Affluent/Affluent customers. 2. Manage Relationships Manage the 100 200 customers of the branch who can be in combination of the following. C1+C2( AUM between 1- 10Lacs), SB > 1 Lacs of Avg balance, CA> 3 Lacs of Avg Balance, FD> 10 Lacs. One point of contact for all customers for Wealth as well
of undelivered items if applicable (cheque books, pin mailers, debit cards, return cheques etc) of Customers and organize to control the same. To take part in the logistics management for Customer meets, Customer Service Committee meetings periodically. 12. LOANS & ADVANCES Ensuring sufficient Insurance coverage