for getting Funding and Prepaid account for Equity and cross selling To achieve sales numbers and value targets by acquiring Demat & Trading A/C from HNI individuals and ESOPs Responsible for cross selling and enhancing relationship with existing customers by selling of investment products like Mutual Funds ...
required To develop, agree and implement short term and long term plans to achieve sales targets To achieve branch RM activation targets Work collectively with RAMBO Sales / operations team and conduct joint sales calls as a team to achieve business nos. Seek commitment from the partner towards achievement
Tracking of NPA & likely NPA customers 3) NPA / LNPA recovery tracking and follow-up with RM / CH / RH 4) Rotation Tracking of customers 5) Housekeeping tracking in terms of deferrals / LAD / CAM expiry etc. 6) Sharing regular updates on portfolio & housekeeping with line team 7) Analyzing the new business
Acquiring high value relationships into the HNI Broking vertical (EQUITY & Sales). Managing Large Trader Clients/Big Ticket size Client Acquisition and service. Managing relationship of super HNI clients, retaining and enhancing advisory relationship Managing relationships of HNI clients, retaining