with current clients. - Generating enquiries from old database & searching for New Database, converting it into lead. - Negotiating & closing sales. Kindly revert as soon as possible with a confirmation and your updated C.V. Also, let us know queries, if any. Thanks & Regards, Mayura Joshi HR Executive
- Obtains client information by answering telephone calls; interviewing clients; verifying information. - Determines eligibility by comparing client information to requirements. - Informs clients by explaining procedures; answering questions; providing information. - Maintains communication Language - Hindi / English / Tamil / Telugu / Bengali / Marathi / Malayalam / Kannada Education - minimum education
Formulating the strategies to increase client base Preparation and execution of Financial Planning Approaching need based product to the client through Financial Planning Providing advisory services into various instruments like Insurance(life & non life), MF, PMS,Bond, Equity, Real Estate ...
Designation : Telesales Executive/ Operations Executive / Client Servicing Executive / Relationship Executive (Day Shift) Eligibility : Any Graduates / Non-Graduates / Diploma Holders / B.E / B.Tech graduates / Awaiting for results / Arrears students can also apply Experience : 0 -4yrs (Fresher
Client Acquisition & Revenue Generation Through Sale Of Liability Products Including Insurance(Li & Non Li) MF, PMS Bonds ,Real Estate To HNI Clients. Preparation & Execution Of Financial Planning. Risk Profiling Of Existing & new Clients
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
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
Key responsibilities and accountabilities Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients Will be responsible for primarily selling Equity based investment products ...
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
A Leading well established Import Indenting company Excel International looking for Assistant Trader-Customer Relationship Executive for immediate requirement. Any graduation /Diploma Basic Computer Knowledge Communication in English Age below 30 and freshers also can apply. Salary: Rs.10000
1. Growing the client Base and AUM 2. Achieve the targets set for the quarter by Reporting Head 3. Knowledge about Mutual funds, knowledge in Equity broking would be an advantage 4. Acquisition of new clients through cold calls and direct meeting. 5. Regular contact with clients through weekly ...