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  • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. Individually handling clients with book size of 25 lacs& above. Cross selling of products like Mutual fund,PMS, Insurance. Creation of revenue & Activation of clients

  • and cost management Distribute & track Branch Budgets & Targets on monthly/quarterly/annual bases and also by product types. Customer acquisition, retention, deepening, cross-selling Complaint Management Monitor business analytics & publish MIS thereof. Staff motivation; low attrition; career

  • 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

  • To manage existing clients & source / introduce customers from existing professional network and suggest / sell best suitable products to them based on financial planning, risk assessment from MF,PMS,PE,Bonds,Structured Products,LI Candidate should be from Wealth background having experience of selling any two of following products : PMS Private equity Alternative investment funds MF LI Equity Broking ...

  • 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 ...

  • 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 as per the requirement. Adhering to the TALIC code of conduct Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork ...

  • * Good in Institutional Sales and expected to reach Revenue targets consistently by leading the sales team. * Should be from Training / Education Industry. * Have to take care of complete branch operations. * Good in communication & team handling

  • 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

  • Prepare and review the annual budget for the area of responsibility. Update the management with about the branch operations, profits, customer feedback and future prospects. Manage branch sales & company owned retail outlets. Report on branch sales Candidate with Consumer Durables, Tyres, Paints, FMCG, Television sales back ground

  •  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 ...

  • 1.Candidate should have Branch handling experience 2. Can manage Branch P&L, DOS, Profit percentage calculation. 3. Should have experience in Security, Facility or Logistics, Large Staffing industries ...

  • Enhancement of deposit pool from customers. Establishing standards and delivery of service. Sale of non-deposit products, MF and insurance products. Branch administration. Regulatory compliance. Manage productivity and morale of branch personnel ...

  • Manage the daily activities of the branch, with duties such as insurance claim processing ,marketing, auditing, loss prevention, and underwriting. Hire,train,monitor the performance of new agents. Provides updates to regional manager ...

  • Immediate Opening for Female Branch Manager from Chennai. Preferred Female Candidates only. Responsibilities and Duties: Ensuring speedy resolution of queries & grievances to maximize customer satisfaction levels. Maintaining excellent relations with Customers to generate avenues for further

  • Post Graduate Diploma in Business Management / MBA Minimum 5 yrs. of relevant experience in Private wealth/private banking industry Principal Accountabilities: - Candidate would be responsible for developing and sustaining HNI / UHNI relationship by consistently achieving the strategic goals ...

  • Educational Qualifications and Experience Post Graduate Diploma in Business Management / MBA Minimum 5 yrs. of relevant experience in Private wealth/private banking industry Principal Accountabilities: - Candidate would be responsible for developing and sustaining HNI / UHNI relationship

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