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Client Servicing Executive

1 - 4 years

1 - 4 Lacs

ghaziabad

Posted:7 hours ago| Platform: Naukri logo

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Skills Required

customer relationship branding presentation skills client servicing business development media advertising sales brand management marketing financial products written communication relationship management calling servicing communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Educational Qualification: UG/ PG
  • Key Skills: Presentable with good oral written communication skills , working knowledge of MS Office and strong learning attitude and enthusiasm.

Preference

: Male Candidate (Having own Bike and Smart Phone/ Laptop)
To generate Leads from the Market and Follow Up with them as per their financial needs like Insurance, Mutual Funds, Taxation and close Sales.

 

Key Responsibilities:

  1. Gather extensive knowledge about various financial products and services related to our company profile. Training will be provided from time to time on financial products.
  2. Analysis of current market trends and economy and their impact on investments.
  3. Creating and implementing strategies to source leads through various online and offline channels (online marketing, corporate activities, social media )
  4. Engage in business development activities, preparing financial plans for individuals and corporate houses.
  5. Implementation of software tools and calculators to capture client financial details and follow up on client references and engaging in customer relationship management.
  6. Engage in cold calling to understand financial investment needs and risk tolerance of clients.
  7. Support in increasing sales with various outdoor activities and call closures.

Salary

: Fixed Salary would be given. Also performance based incentive would be given.

More Jobs at TAG Investments

Client Servicing Executive

ghaziabad

1.0 - 4.0 yrs
|

INR 1 - 4 Lacs

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