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
1. Responsible for new client acquisition & increasing depth in existing relationships with HNI Clients 2. Will be responsible for selling cross selling fee products including mutual funds, Life insurance, GI , equity & other financial products ...
To formulate sales strategies to acquire new retail clients for increasing client base To do portfolio review of existing clients To prepare & implement Financial assessment of clients To assess the portfolio risk according to changing market situation and diversify Portfolio as per the risk taking
Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches Working jointing with the Branch Manager on Business Implementation plan Driving and motivating the branch staff along with Citi RM and providing support for logging
-Develop and manage the partner channel for insurance cross -sell at the location -Responsible for sales budget and portfolio profitability across all the product groups of the business sourced from partner channels through the location -Conduct training of the partner channel members
formalities Maintain the existing portfolio (post disbursal formalities and monitoring) Manage the existing as well as future relationships Coordinate with Collections team Cross sell other liabilities products like Current Accounts, Savings account, FD etc Tapping new geographical markets for agri
Candidate with 2-5 years of Experience in Business Origination Segment. The position will require travelling, meeting HNIs, Family Offices, Corporates, Brokers for exploring opportunities for funding in majorly into Loan against Shares, Bonds, MFs, Loan against Property, Margin Funding, IPO
gathering, link between the development team & the client. • Looking out for potential business customers & targeted client & indulging in business negotiations. . May have to deal with seniors like: CEO, Director, Manager, PMs and colleagues. . You will be responsible for the complete sales cycle i.e. from
products, other liability accounts, TPP products to the existing Relationships and its group accounts raised as HNW 5. Increasing the IPH and CTG to ensure revenue maximization Customer relationship management 1. Cam Preparation & query resolution 2. Customer negotiation on rates and other issues relating
segment corporate & Semi corporate for corporate cards business. The role entails leading a team of Relationship /Sales Managers, and driving them to achieve credit-worthy business and ensure spends targets are met & drive business. Build alliances and partnership at the location level to create
1.Responsible to sign-up and retain brokers in allocated target areas 2.Ability to generate predictable revenue on target consistently 3.Ability to build strong broker relationships 4.Partnering with the brokers by providing proactive and reactive 1.Synthesizing and prioritizing broker feedback 2.Partnering with the brokers by providing proactive and reactive support to ensure their success on OLX ...
seeking an experienced Assistant Manager-Sales to strategically market and sell LED lighting. Candidate must be confident in selling into and developing long term relationships with Architects, Electrical Consultants, Electrical Contractors and Corporates. The focus of this position