Position Title : Assistant Relationship Manager Department : Direct Distribution Direct Sales Force Salary: 2.80 L P /A . Experience 0.6 -2 years experience Qualification : Graduate Role : Achieve the Productivity & FYP Targets Render service to all allocated customers Adhere to the customer
process Follow the service to sales model which includes pre- sale , during sale and post-sale To develop and implement short term and long term plans to achieve sales targets Adhere to Activity management framework advised Follow - up on their database / leads provided by Lead Management System (Orphan ...
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointly with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Bank RM and providing support for logging
Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc. o Ensure portfolio quality of relationship while racing considering eligibility. o Monitor large amount movements and account closure from the deposit accounts. o Ensure retention of customers Achievement
Key Responsibilities: 1. Acquisition of new clients (Demat / trading a/cs: Commodity / Currency). 2. Selling Investment product like Demat A/c, Mutual Fund, PMS, Life Insurance. 3. Holding & participating in events for lead generation activities. 4. Maintaining client relationship. 5. Providing
and advisory. Effective management and resolution of customer complaints. Ensure compliance with policies and procedures, Audit and Central bank Requirements. Regular monitoring of accounts for excesses, credit quality, covenants etc. Regular client visits and periodic site/collateral inspections. CAM
Responsible for handling Sales for the assigned project. Conduct Client Visits and manages Walk Ins. Generate business through Channel Partners. Having a Daily Follow-up with Enquiries Regarding Booking Status. Participate in exhibitions for promoting sales. Scout for new sales opportunities
Acquire customers for Home Loan from open market and Builder relationship. Ensure adherence to KYC documents as per the guidelines of the company. Ensure proper completion of the files within timeline as per the company checklist. Build new relationships with builder community basis projects
activities. 4. Maintaining client relationship. 5. Providing prompt and quality broking services to clients and channel partner. 6. Remain update about the latest investment products and market trend. 7. To guide the client about the suitable investment / trading products as per clients profile. 8. To ensure
on email hence mail management is a very important activity for the VRMs throughout the day MIS Reporting - Daily MIS is maintained by each VRMs on the activity that they have done throughout the day & report the same in regular intervals Training Sessions - Daily huddles with the Training & Quality Team
, Distribution Business through Retail / HNI Clients). 3. Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations. Required Skills: 1. Should have depth RELATIONSHIP MANAGER- Key Responsibilities: 1. Acquisition of new clients (Demat / trading a/cs: Equity/Commodity ...
Wealth Management, Distribution Business through Retail / HNI Clients). 3. Ensuring the productivity of Center and Relationship Managers as per the expectation of the company by planning activities for sales, identification of training needs and measurement of product penetrations. Required Skills: 1 ...
their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client To contact clients periodically and determine if they are satisfied with the service and returns generated ...
Grow & sustain advertisement revenue by focusing on agencies/ corporate clients Identify & build alliances with corporate business partners Agencies representing such corporate houses Identify new & prospective customers Customer Account Management