Responsibilities: * Manage client portfolios * Build strong relationships with clients * Meet revenue targets through mutual fund sales * Provide exceptional customer service * Collaborate with team on marketing strategies
Responsibilities: Build strong client relationships Handle queries and service needs Cross-sell/upsell products Ensure timely renewals Coordinate with internal teams Share portfolio and market updates Maintain records and follow-ups
Responsibilities: Build client relationships Resolve queries/requests Cross/upsell products Ensure timely renewals Manage KYC & onboarding Share market updates Generate leads via referrals Mobile bill reimbursements Leave encashment
Responsibilities: * Cold call leads, schedule appointments. * Maintain customer database, update records. * Meet daily/weekly calling targets. * Qualify prospects, close sales. * Achieve revenue goals through effective outreach. Leave encashment Mobile bill reimbursements
Key Responsibilities: Build and maintain long-term relationships with existing and new clients. Act as the primary point of contact for client queries, service requests, and investment needs. Cross-sell and upsell relevant financial products based on client needs and risk profile. Ensure timely renewals of insurance and investment products to improve retention. Proactively ask for referrals from existing clients and help expand the client base. Handle complete onboarding of new clients including KYC, documentation, and product explanation. Collaborate with internal teams to ensure smooth service delivery and client satisfaction. Keep clients informed about their portfolio, market updates, and relevant opportunities. Maintain accurate records of interactions and ensure timely follow-ups.
Responsibilities: * Cold call leads, schedule appointments. * Maintain customer database, update records. * Meet daily/weekly calling targets. * Qualify prospects, close sales. * Achieve revenue goals through effective outreach. Leave encashment Mobile bill reimbursements
Responsibilities: Building strong client relationships, resolving queries, providing quick support, updating on products, upselling new solutions, and driving business growth through client engagement and referrals. Sales incentives Mobile bill reimbursements Leave encashment