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  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred Industry - Banks/Broking /AMC

  • Manage wealth & retail clients through client visits, provide Financial Investment Advisory to the clients and achieve revenue target. Advise clients on their product requirement to maximize their investments. Preferred industry - Banks/ Broking /AMC *Develop new relations through referencing & other sources. * Profiling clients by conducting in depth review of client's financial requirements, analysing ...

  • Acquisition of new High Net worth Customer relationships for liabilities and manage the relationship of mapped customers Generate revenue in Cross selling TD/RD & other third party products Ensures high levels of customer service orientation and application of bank policy. Building up CASA in newly

  • To manage the center profitability Manage a team of RM and drive all products like MF, insurance,Wealth,FD, Bonds etc Handling HNI clients by themselves for closure of sales on all products To monitor the performance & learning development of RM's

  • To manage the center profitability. Manage a team of RM and drive all products like MF, insurance,Wealth,FD, Bonds etc. Handling HNI clients by themselves for closure of sales on all products. To monitor the performance & learning development of RM's

  • 1.The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI ). 2.Maintaining client relationships and generate AUM from preferred clients. 3.Advising HNI/Ultra HNI clients on their Investments ...

  • Acquisition of HNI/ Ultra HNI clients on savings/ current account side of business. Advising and cross selling of investments/ insurance/ asset products as per the client profiling. Excellent communication and client conviction skills ...

  • Managerial Responsibilities Monitor and address HNI clients banking and Investment requirements Functional Responsibilities Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals - Focus ...

  • Should be strong in CRM Sales ERP Sales Job Location : Chennai (MRC Nagar) Salary : 70,000 per month Experience : 7 Years Looking for immediate joining

  • Create branch sales plan in alignment with regional plan. Manage branch sales and company owned retail outlets. Evaluate store and individual performance. Report on branch sales results. Forecast profit. Prepare and review the annual budget Stability is mandatory (Minimum 3 yrs in each industry) Preferably from Consumer Durables, Tyres, Paints, FMCG & Television industries

  • Create branch sales plan in alignment with regional plan. Manage branch sales and company owned retail outlets. Evaluate store and individual performance. Report on branch sales results. Forecast profit. Prepare and review the annual budget Stability is mandatory (Minimum 3 yrs in each industry) Preferably from Consumer Durables, Tyres, Paints, FMCG & Television industries

  •  Supervision of the service function of the service team  Ensuring service excellence of the service team to enhance portfolio, control retention and better cross sell  Handling Branch all product all work.  Check end of products Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 Must have had sales experience, liabilities products ...

  •  Supervision of the service function of the service team  Ensuring service excellence of the service team to enhance portfolio, control retention and better cross sell  Handling Branch all product all work.  Check end of products Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 Must have had sales experience, liabilities products ...

  •  Supervision of the service function of the service team  Ensuring service excellence of the service team to enhance portfolio, control retention and better cross sell  Handling Branch all product all work.  Check end of products Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 Must have had sales experience, liabilities products ...

  •  Supervision of the service function of the service team  Ensuring service excellence of the service team to enhance portfolio, control retention and better cross sell  Handling Branch all product all work.  Check end of products Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 Must have had sales experience, liabilities products ...

  •  Supervision of the service function of the service team  Ensuring service excellence of the service team to enhance portfolio, control retention and better cross sell  Handling Branch all product all work.  Check end of products Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 Must have had sales experience, liabilities products ...

  •  Supervision of the service function of the service team  Ensuring service excellence of the service team to enhance portfolio, control retention and better cross sell  Handling Branch all product all work.  Check end of products Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 Must have had sales experience, liabilities products ...

  •  Supervision of the service function of the service team  Ensuring service excellence of the service team to enhance portfolio, control retention and better cross sell  Handling Branch all product all work.  Check end of products Should have sales orientation Leadership skills. (Though more tactical than strategic). Thinker : Doer = 40:60 Must have had sales experience, liabilities products ...

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