and understanding the dynamics of each school in the portfolio. Develop good rapport with the school owner. Generate prospects for repeat / follow on loans from the existing customers. Ensure all schools in the portfolio are current on payments, with no delinquency. Marketing vendor products to the existing loan
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
1. New Client acquisition 2. Making Strategies to retain exiting clients 3. Generating revenue through sale of liability product like Mutual Funds, Insurance, PMS, IPO, Bonds ...
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
coordination with departments like Credit, Customer Service, Collections and operations Developingnew channels Managingthe relationship with existing channels Generatingvolume from channels Handlingthe sales executives team Relevant Industry: Car loans / Business loans / LAP Excellent written and oral
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 /
opportunities for greater profits Understand customer needs and develop plans to address them and Identify key staff in client companies to cultivate profitable relationships. Resolve customer complaints quickly and effectively, Forward upselling and cross-selling opportunities to the sales team. Promote
responsibilities of the job holder are : Business Development | Execution Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP
a mutually benefiting model. Key responsibilities of the job holder are : Business Development | Execution Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while
Specific Responsibilities: 1. Generating leads & converting into sales. 2. Cold calling. 3. Visiting schools & other educational institutes & promoting our Commercial Vehicle Loan products. 4. Relationship Management with existing & acquired clients. 5. Coordinating with internal Credit &
1. Work with the practice and deliver as per Associate Director / Manager level defined responsibilities. 2. Candidate is expected to work closely with the Director / Partner to build client relationships. 3. Build and manage a team of professionals. Qualifications and Skills Qualified CA
Responsible for New HNI Client Acquisition of trading accounts. Responsible for Meeting targets of Broking revenues and for Margin collections for trade both online & through cheques/RTGS. work on direct databases for activation / reactivation . Personal Attributes- Good Interpersonal skills Good communication and convincing skills Sound knowledge of market. Fast learning ability
management, sales and business development for the Region Manage Client acquisition campaigns and Lead Generation to build Propfinder as a flagship brand for Property Services in the respective region Responsible for Service Delivery ensuring client retention and reference Provide the market intelligence ...
Ad sales / Realty sales / Builder Sales / Transactional Business Should be an achiever with willingness to take on challenging targets & build the business A great Team player with excellent communication skills and ability to build teams. Highly energetic, savvy, professional with proven
to their requirements from all liabilities products. > Formulating the strategies / financial planning to increase client base. > Maintaining long term relationships and deepening relationships with existing High Net Worth customers so as to increase revenue base for the company. > Cross-sell products and services
Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships. Deepen, Enhance and manage the NR Preferred Customers Cross sell of family accounts,PIS, E-Broking,Home Loans etc Cross sell of Bank products like Insurance, Mutual Funds ...