- Acquire new clients for Demat and Trading accounts through networking, database and references. - End-to-end customer relationship management. - Engage with inactive customers and activate their accounts. - Sell online accounts to customers and encourage them to trade online. - Have
for setting the standards in client servicing and delivery, thereby creating a differentiation and a suitable competitive Edge with End to end customer relationship management. Meet Non-Trading Customers and activate them. Selling of TPP mandatory. Track the UHNI/HNI segment in the market for new client
of business objective Relationship Management Managing the relationship between internal team and channel partner so as to Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Provide all possible support to the channel partner as a face
of investments instruments available in the market Good knowledge of the geography and demographics of the location of operation. Good selling skills and conviction towards the company. Good understanding of IRDA regulations and under writing norms. Job Requirement: 1.Ability to sale life insurance
Generate business through Agents(Life's Agents with Active Code of IRDA). Search and recruit new agents also. Provide product training. Assign targets and help them to achieve. Desire Profile: Minimum Graduate with min. 2yrs to 15yrs exp. in Sales and 2yrs in insurance in Agency/Tied channel ...
of supplier statements - Process petty cash payments - Providing accounting support - Reconciling finance accounts - Handling insurance returns & journal posting - Managing office - Preparing statutory accounts - Reconcile & maintain balance sheet account - Maintaining spreadsheets - Checking Primary Responsibilities : - Summarize current financial status - Maintain financial security by following internal controls ...
deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc 4. Stressed accounts / Exit account management, follow-up and regularization of TODs Competencies 1. Strong understanding of Financial and Balance sheets 2. Strong Analytical ability 3. Strong Relationship