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Customer Relationship Executive

Customer Relationship Executive

Sharekhan

1 - 3 years

1 - 3 Lacs

bhavnagar ahmedabad surat

Posted:1 day ago| Platform:

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Skills Required

mutual funds sales demat account opening third party products cold calling hni client handling outbound calling investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Direct Responsibilities

Activating dormant clients
Upgrading retail clients to ST/SI
Acquire 6 new clients per month.
Cross sell:- MF LS NES:- 10 lakhs per month SIP:-40000 per month and Incremental Loans (EMF and LAS)
Sourcing 5 Invest Tiger per month, Corporate FD 50000 per month.
Insurance:- Target as and when introduced.
NPS score-30 and CSAT- 80%

Basic knowledge of computer, MS-Office

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