9 Joint Calls Jobs

As an Area Manager, you will be responsible for meeting team targets, ensuring employee retention, and achieving efficiency in the assigned geography, employees, and sources. Your main focus will be on keeping the team motivated and engaged. - Area/Geography Mapping: - Allocate geography at the team level. - Work closely with team members on geography mapping. - Audit and review the progress of area mapping regularly. - Share progress reports with superiors. - Source Relationship Management: - Manage relationships with all sources in your team and geographic area. - Joint Calls: - Conduct Joint Calls daily with the team, including source visits and sales calls. - Channel Partner Recruitment:...

Roles and Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls.

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

Role and Responsibility: • To monitor closely the HL data and cross-sell insurance (HDFC Life and Non Life), fixed deposits, and other products as introduced by the company to home loan customers of HDFC Sales • To source open market business too and achieve the targets assigned • To be completely aware of the products being offered by the company and understand competition offering and handle customer objections • To ensure proper customer profiling on each call/customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options • Relationship building with the Home Loan Executives to whom he is mapped and to ensure joint calls with the HLE to...

Roles and Responsibilities: Acquisition of Franchisee, IFA (Independent Financial Advisors) & Remisier. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds, Portfolio Management Services (PMS), AIFs, Insurance, Bond, Fixed Deposit etc with the help of products & training team. Ensure best services to the Partners (Franchisees, IFAs). Help distributors on joint calls.