Key Result Areas Sales: Achieve the Productivity & FYP Targets Acquire New Customer through following: Natural market References Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc Relationship Management: Render service
development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Conduct
Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds, Gold ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients
1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients. 2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth
For The Company New Client Acquisition And Revenue Generation Through Sale Of All Liability Products Including Insurance(Li & Non Li), Mf, Pms, Ipos,Bonds, Gold ,Real Estate,Fmp & Capital Protection Fund Etc To HNI Clients. Preparation And Execution Of Financial Planning Risk Profiling Of Existing & New Clients. Regular Responsibilities: Achievement of Product wise targets. Formulate outbound & inbound sales ...
to their requirements from all liabilities products. > Formulating the strategies / financial planning to increase client base. > Maintaining long term relationships and deepening relationships with existing High Net Worth customers so as to increase revenue base for the company. > Cross-sell products and services
Well versed with products and markets Need based solutions. Behavioral Competencies : Team player Leadership skills Good communication skills Ability to deliver under pressure Key Interactions Agency managers/Sales managers & PFAs Training the team Helping the team achieve goals Review of goals
the project progress. 6. Study the deficiency in projects planning & progress and report the same to Project Manager. 7. You will be required to use following softwares: Primavera, MS Project , Other Reporting Softwares and basic office tools. 8. BE / BTech in Civil with 4-15 years of experience in Planning and monitoring of Power Plant / Industrial Building / Metro Projects in Construction Industry. 9. Must have ...
planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc. Ensure highest levels of customer service to these HNI customers
performance and improve productivity of the team. • 4. Leadership - Provide leadership and management to the team of Advisors. • 5. Mentoring and Training - Provide training and monitor developmental needs of advisers in the team, provide feedback on advisers" performance. • 6. Involves attending sales
Competition & Media tracking on a regular basis. - Building & maintain strong client and agency relationships.- Plan and budget revenue generation for the week and month- Contributing to the sales strategy and generating ideas for revenue maximization. Other Requirements : - Must be confident and have
sustainabilityRecruit, train, mentor and manage team of around 15 Pollinators to service urban slums in the city, along with Recruitment Manager.Manage the Business Operations Officer to support you in your roleCoaching and motivating sales team to perform and reach their sales targets Implement and further develop
in appointing and retiring of distributors Ensure the proper and correct execution of sales, discount and trading terms determined by the company Monitor and minimize the level of Bad goods returns Ensure distributors efficient and effective support for the market coverage Monitor Distributors overhead
The institutions are highly acknowledged by the industry and academia as can be seen by the rankings awarded by various agencies. The institutions are set to soon become deemed universities in the field of technical Education. At present, there are close to 500 employees in the group and around 4000 students
about the Sensa Core product portfolio. Competition analysis and strategies to counter competition. Identifying and actively search for new prospects, analyzing sales potential and work out sales activities. Expanding the Sensa Core customer base in the regions, to contribute to the revenue Techno Commercial Experience in Marketing / Business Development into Medical Devise Industry. Confident negotiator ...
Responsibilities Sales Management of Security Solutions (ELV) in the mid-market segment. Implement regional sales plan Coordinate with Design, Estimation & Technical personnel to provide effective high quality solutions Provide sales vision for the assigned region by developing a complete Educational Qualification: Engineering Graduate and / or MBA (A) Desired Skills: Excellent Interpersonal Skills Strong ...
presentations, idea generation etc. Following up and ensuring timely collection of monies. Competition & Media tracking on a regular basis. Building & maintain strong client and agency relationships. Plan and budget revenue generation for the week and month Contributing to the sales strategy and generating
proposals, presentations, idea generation etc. Following up and ensuring timely collection of monies. Competition & Media tracking on a regular basis. Building & maintain strong client and agency relationships. Plan and budget revenue generation for the week and month Contributing to the sales strategy