(MIS) Adhere to Activity management framework advised. Follow up on their database / leads provided by Lead Management System (Orphan/ New Prospects. Update the LMS (Lead management System) on a daily basis. Adhering to the Training Road map. Providing timely reports to the Supervisor / Area manager
Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers Cross sell of family accounts,PIS, E-Broking,Home Loans etc Cross sell of Bank products like Insurance, Mutual Funds ...
approach of client To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking approach of client. To keep a close monitoring not only on fund managements but simultaneously on other financial instrument as per market fluctuation to maximize the client
Managing all marketing for the company and activities within the marketing department. Developing the marketing strategy for the company in line with company objectives. Co-ordinating marketing campaigns with sales activities. Overseeing the company’s marketing budget. Creation
Sourcing of New to Bank business accounts Assisting the client business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Assisting the business owner with credit facilities like Home Loan/ Car Loan/ LAP/priority credit card/etc Assisting the business owner and his family
No career/ education gaps Education: Graduation Mandatory Min 1 Year Experience of Sales / Marketing in Bangalore Role and Responsibilities: Meeting with clients & Customers Presentation about Product / Service Achieving Sales Target Reporting to Area Manager
Ltd Designation: Business Development Associate Job Responsibility: Manage 5-9 branches
Provide excellent advisory services to clients and manage their portfolio by providing best industry knowledge. Develop new clients and retain client customer base. Key Performance Indicator Client Relationship Management o Responsible to generate brokerage primarily through advising clients
1.Responsible for sourcing & deepening relationships from existing customer base of NR Privy League customers 2.Responsible for selling Equity based investment products to this set of NR customer base. 3.Should have effective servicing skills Will work in close coordination with the Bank team to ensure all clients acquired from the assigned area, trade actively. Minimum 1 to 3 year of selling ...
1. Responsible for new client acquisition & increasing depth in existing relationships with HNI Clients 2. Will be responsible for selling cross selling fee products including mutual funds, Life insurance, GI , equity & other financial products ...
1.Responsible for sourcing & deepening relationships from existing customer base of NR Privy League customers 2.Responsible for selling Equity based investment products to this set of NR customer base. 3.Should have effective servicing skills
*--- POSITION : Customer Acquisition And Sales - Relationship Manager by Prayosha Food Services Pvt.Ltd in Job Description: Sell PETPOOJA: Restaurant billing Platform and other VAS. • Gather sales lead from the market and approach restaurants actively and get them on board with PETPOOJA
Managing the High Net Worth customers of the Bank Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Ensuring the highest levels of service