Handle daily queries of Pharma WDs, ensure accurate estimates, plan delivery routes, bridge availability gaps, train WDs, ensure daily billing/CPL sync, review sales weekly, and drive business development with AMs for growth.
1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, Unlisted Shares, Bonds 2. Meet the required AUM, investor acquisition and AUM targets for given area share Resume on 6352492572
Responsible for preparing proposals & overseeing industrial construction projects, ensure timely delivery, quality, & compliance. Includes site audits,coordination, & regular client updates.Ensure high finishing standards & drive process improvements
Person will be expected to drive TA for the company across verticals and manage a team also Talent Sourcing and Pipeline Management Strategic Planning and Execution Candidate Assessment and Selection Onboarding & Induction
Managing Wealth Products- MFs, PMS & AIF along with Cross sales. Brining in HNI & UHNI Clients for investment products
1) Client Acquisition & Relationship Management: 2) Advisory & Revenue Generation 3) Product Cross-Selling 4) Client Engagement & Market Expansion Also have other openings into Banking & Wealth: share CV: khushi.sachdev@jobstation.co.in for more.
Key Responsibilities: Close sales through various methods like cold calling, presentations, and door-to-door visits. Build strong customer relationships and meet sales targets. Research and develop creative sales strategies to boost results.
Drive primary & secondary sales, expand outlets, ensure service & range selling, plan visits, share reports, give market insights, support forecasting, track sales data, highlight gaps, coordinate with DBs & Finance for stock, pricing & claim
Listed Company compliances
1. Tax Audit 2. Statutory Audit 3. Compliance of Listed/ Unlisted Companies 4. Form Filings 5. Quarterly, Half-yearly Reporting with Companies. 6. Preparation of financials as per the IT Act & Companies Act 7. SME IPO Processes
Manage and grow relationships with HNI/affluent clients by offering personalized wealth solutions across investments, insurance, and banking products. Manage portfolio of HNI/affluent clients Drive AUM growth & cross-sell bank products
QMS, Audit Management, Documentation & Reporting, Compliance & Reporting, Facility & Capability Development.
P&L Responsibility – Topline & Net Contribution (Growth and Market Share) New Launch – Reach and Volume Target Vs Achievement Effectiveness of Marketing Campaigns – Cost Benefit
Portfolio Management with CASA Acquisition. preferably in relationship/ transactional banking & who are dealing with HNI Clients. Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer, Required Candidate profile 2yrs Banking Experience in CASA Sales with Portfolio Management / Book Manage He/ She should be working in Banking industry in Current Organization
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