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  • the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence Skills Required Technical Product/Subject matter expertise Finance / Insurance industry awareness Peer ...

  • and services (SIP, mutual fund, fixed deposit bonds, PMS) to the clients. 3..Candidate has to build a relationship with allocated branch clients and drive business . Do events on regular basis for existing clients or for prospect clients on financial Products. 4. Keep abreast of the market news, financial 1.Should be having a certificate or Diploma FROM NISM OR NIFM 2.Should have good communication skills 3 ...

  • · To assist in new client acquisition, building new relationships and increasing depth in existing relationships · Keep abreast of the market news, financial trends and current affairs · To attend post result conceals, analyst meets for improved client servicing. · Graduate / Post graduate with 2 – 4 yrs experience. · Should have good communication & presentation skills. · Should be a self-starter, proactive & target ...

  • sheet, profit/loss statement etc Develop periodic reports for management Audit financial transactions and document accounting control procedures Keep information confidential and secure them with random database backups Keep up with financial policies, regulation and legislation

  • and recommending new opportunities; recommending profit and service improvements. 3.Candidate has to build a relationship with allocated branch clients and drive business . Do events on regular basis for existing clients or for prospect clients on financial Products. 4. Eligible candidates can send updated resume

  • towards usage of technology enabled solutions for them. Cross selling: Cross sell non assigned products & services to contribute the revenues and market presence. Service: Provide quality service to ensure satisfaction of business associates/customers and retention. Market Intelligence: Provide market Skills & Experience Required Education Requirements: Graduate in any discipline Knowledge & Skills A PL/BL ...

  • capacity utilization , IRR, other income, ODI collection Review the branch OPEX vis a vis business performance Target setting and review team performance on timely basis on various performance metrics Monitor adherence to the key service parameters like TAT SLAs to drive the CSAT scores Lead Generation

  • in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Skills Required Technical Product/Subject matter expertise Finance / Insurance industry awareness ...

  • in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Skills Required Technical Product/Subject matter expertise Finance / Insurance industry awareness ...

  • towards usage of technology enabled solutions for them. Cross selling: Cross sell non assigned products & services to contribute the revenues and market presence. Service: Provide quality service to ensure satisfaction of business associates/customers and retention. Market Intelligence: Provide market Skills & Experience Required Education Requirements: Graduate in any discipline Knowledge & Skills A PL/BL ...

  • associates and drive them towards usage of technology enabled solutions for them. Cross selling: Cross sell non assigned products & services to contribute the revenues and market presence. Service: Provide quality service to ensure satisfaction of business associates/customers and retention. Market Skills & Experience Required Education Requirements: Graduate in any discipline Knowledge & Skills A PL/BL sales ...

  • ex-service/police officials to deal with police and hearings in the court of law. Initiate steps as per the policy to follow up recoveries in the fraud & delinquent staffs/ customers. Leading a team of field staff of nine. 12-14 branches will be under his/her supervision. Candidates will not be given same location

  • towards usage of technology enabled solutions for them. Cross selling: Cross sell non assigned products & services to contribute the revenues and market presence. Service: Provide quality service to ensure satisfaction of business associates/customers and retention. Market Intelligence: Provide market Skills & Experience Required Education Requirements: Graduate in any discipline Knowledge & Skills A PL/BL ...

  • Knowledge of current trends in financial Industry Certification: AMFI Certification IRDA Certification

  • associates and drive them towards usage of technology enabled solutions for them. Cross selling: Cross sell non assigned products & services to contribute the revenues and market presence. Service: Provide quality service to ensure satisfaction of business associates/customers and retention. Market Skills & Experience Required Education Requirements: Graduate in any discipline Knowledge & Skills A PL/BL sales ...

  • portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution Ensure Compliance Ensure compliance to internal sales process & other compliance standards Should be process & Technical Good Knowledge of MS Office / MS Excel Product/Subject matter expertise Business perspective ...

  • Job Description Scrutiny of New Partners Application finalized by sales leader for necessary validation of documentations, credentials & contact reference of the present business and prospects Preparation of Partner agreement in coordination with the Area/Regional Accounts as per the standard format and getting signed from Partners. Continuous Tracking of status of Agreement Creation of code for new ...

  • for negotiating and finalizing the contract with the client. Interfacing with clients and cultivating healthy corporate relations with them for securing repeat business. Maintaining timely documentation of all the business & financial contracts. Meeting the defined time frame for the assignments. Conducting

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