of service given Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value Cross-sale of asset products Back-up to relationship managers holding HNI relationship Customer acquisition through referrals
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
Continuous engagement with the portfolio customers mapped as per the contact policy Call handling as per defined standards. Resolution of customer queries Promoting Digital Banking services Complete and accurate capture of call interactions Sales
, 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 ...
Responsible for selling Mutual fund Products and cross-sell other third-party products. Prospecting of customers through New client acquisition, network, database, References, and open market. Ability to inspire trust and confidence in clients. To engage clients in meaningful conversations about their finances and take an active interest in their financial investments. Ability to process several inputs ...
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 the 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
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
Handle customer service requirements like account opening, Demat account opening, grievances ï‚· Speed and efficiency of service given ï‚· Sales targets for banks and investment products. ï‚· Enhancement of customer value
Sr. Relationship Manager /RELATIONSHIP MANAGER- Key Responsibilities:1. Acquisition of new clients (Demat / trading a/cs: Equity/Commodity / Currency). 2. Selling Investment product like Demat A/c, Mutual Fund, PMS, Life Insurance. 3. Holding & participating in events for lead generation
Identifying new sales leads Pitching products and/or services Maintaining fruitful relationships with existing customers When it comes to generating leads, day-to-day duties typically include: Researching organisations and individuals online (especially on social media) to identify new leads Maintaining fruitful relationships with existing customers
of a sales team in this area). Personal qualities &Behavioral Traits Essential Desirable Diplomacy Diligent & Judicious Assertiveness Grace under Pressure Presentable Public Speaking Attention to detail Multi Language skills Analytical skills Self-Motivation & Self discipline Flexibility
• Identifying new sales leads (by researching organizations and individuals online especially on social media). Converting inbound leads into prospective customers. • Should make follow up calls on the Leads. • Establishing customer needs and pitching new projects Attributes: Good Market Intelligence, Excellent Communication Skills, Confident, Presentable, Achievement Oriented, Accountable, Passionate for Results ...