Promote and developed other business aspect apart from Gold loan like MVP, Insurance, NCD, Bond , Mutual Fund, Fixed Deposit, SIP, Money Transfer. • Telecalling on daily basis for lead conversion, old data activation. • Maintain a road map for proper execution. Customer orientation, Support and develop • Candidate should be a team player. • Self Motivated, Energetic and Innovative • Proper appearance & attire expected ...
1. Client Acquisition of NTB (New to Branch) customers and generating revenue through sale of all the Liability products including Mutual Funds, Insurance [LI & Non LI], PMS, IPO, Bonds, Gold, Real Estate, FMP to HNI & UHNI clients. 2. Existing Client Retention by deepening relationship with them
and advising. 3. Responsible for selling Mutual fund as the core product along with PMS, PE, and debt products to acquired clients and building depth within the existing relationships 4. Responsible for achieving top and bottom line targets as assigned by the organization on a monthly basis Experience: Above 2
customers by selling of Investment products like Mutual Fund, Insurance & Current account & Saving account through generation of referrals from internal database Customer service to ensure walk in customers issues Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc. Review all