Offer Private Banking/ wealth management services through products like mutual funds, Advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives. Acquiring high value relationships into the private banking group. Managing relationships of super HNI clients ...
Managing the High Net Worth customers of the Bank Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Profiling Customers and provide financial products to meet customer needs Ensuring the highest levels of service
objective. 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 parent company. Effectively execute all
*Execute trades on live terminal and collect cheques from clients. *Educate clients to move on to self trade on line. *Acquire new clients through references and other sources *Know market sentiment via research, valuation and data analysis *Monitor BSE/NSE and other international market performance *Provide key clients daily information related to trading and market movements
• Generate solar energy customer leads to develop new accounts. • Maintaining Fruitful Relationship with Existing Customers. • Prepare proposals, quotes, contracts, or presentation for potential solar customer. • Develop marketing or strategic plans for sales territories. • Provide technical
Primary responsibility Handle enquiries received through phone (toll free), web, email. Generate and qualify leads through outbound cold calling. Manage to convince the parents /potential customers to visit the school premises from where the Relationship Team shall take over. Follow up on no show
Key Accountabilities/Activities: Primary responsibility Handle enquiries received through phone (toll free), web, email. Generate and qualify leads through outbound cold calling. Manage to convince the parents /potential customers to visit the school premises from where the Relationship Team
Position - Client Relationship Manager Experience - 1 to 4 yrs Qualification - Minimum Graduation Job Location - Thane CTC : 2 Lacs to 3 Lacs Job Role: 1. Building and maintaining relationships with clients and key personnel within Client companies. 2. Conducting business reviews to ensure clients Sales / customer support people who visit clients frequently are preferred Should be willing to travel extensively ...
Organizing kick off meeting with project stakeholders both internal and external Ensure seamless communications and management of Corporate clients Ensure effective Customer Relationship Management (CRM) is in place Effective management of program budgets and transparent reporting back to the funder
1. Building and maintaining relationships with clients and key personnel within Client companies. 2. Conducting business reviews to ensure clients are satisfied with the services. 3. Alerting the Business Development team to opportunities for further sales within key clients. 4. Attending meetings
negotiations. 10. Further follow-up for the offer details and ensure the candidate joins. 11. In touch with the candidate for future relationship as candidate is our asset. 12. In touch with the client for future requirements. 13. Client handling
The candidates must have good knowledge of Trade & Forex and be capable enough to do Fresh Acquisition as well. This is an individual contributor role, i.e. there wouldn't be a team reporting into the person. HNI Current Accounts as well as managing ...
Achieve the set business targets on ANP and case count. Acquire New Customer through following: Leads Natural market References Orphan base Fix meetings with the prospects to conduct need analysis and explain products. Implement and adhere to Need Based Selling Model. Up- sell & Cross Sell the Orphan Base of Customers allocated. Ensuring timely issuance of policies by resolving pending etc. Render prompt ...
management & Grooming of the team to achieve their respective targets Managing the Delinquency of the business sourced to ensure health of portfolio. Manage the Distribution through Dealer relations and servicing the Dealers , and their concerns in an appropriate manner. Job Requirements Graduation with 2