Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment To provide various investment performance reports and summaries to the clients To build and maintain client bases, along
1. Candidate has to establish & maintain good customer relationship, develop schemes and plans to meet the expectations of customers. 2. Plan and Deliver effective sales strategies, work with team members to achieve sales targets. 3. Gather Product Knowledge and Monitor the progress Candidate should be a Graduate / Post Graduate / MBA with minimum 5 years of experience in Banking / Finance SectorShould be ...
norms effectively. 7. Branch Manager provides advisory services to corporate & HNI on funds management, along with maintaining relationship with Key Accounts. Industry: Banking / Financial Services Functional Area: Sales / Retail / Business Development Role Category: Retail Sales Role: Branch Manager
Determines call centre operational strategies by conducting needs assessments, performance reviews, capacity planning, and cost/benefit analyses; identifying and evaluating state-of-the-art technologies; defining user requirements; establishing technical specifications, and production, Alexa Infotech Pvt Ltd (Telecom Sector) Vodafone Voice Process
Achieve pre-set business targets on WNBP, persistency, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the BANK RM on Business Implementation plan Driving and motivating the BANK RM and providing support for logging in applications sourced