Selected Intern's Day-to-day Responsibilities Include Generating leads for investment, loan, and insurance products. Meeting with prospective clients to understand their needs and present suitable solutions. Closing the leads and handling post-sales processes. About Company: Kabia Investment Managers is a firm that offers various services including investment, insurance, loans, online trading, wealth management, mutual funds, and portfolio management services.
Key Responsibilities Work on the service management of mapped clients Cross-sell financial products: insurance, investments, loans Meet revenue targets month on month About Company: Kabia Investment Managers is a firm that offers various services including investment, insurance, loans, online trading, wealth management, mutual funds, and portfolio management services.
Key Responsibilities Maintaining the income and expenses records of the company Tracking invoices and payments Filing GST and TDS About Company: Kabia Investment Managers is a firm that offers various services, including investment, insurance, loans, online trading, wealth management, mutual funds, and portfolio management services.
As a member of our team at Kabia Investment Managers, your key responsibilities will include maintaining the income and expenses records of the company and filing GST and TDS. Kabia Investment Managers is a firm that offers a wide range of services, including investment, insurance, loans, online trading, wealth management, mutual funds, and portfolio management services. Join us in our mission to provide top-notch financial services to our clients and help them achieve their financial goals.,
As a member of our team at Kabia Investment Managers, you will be responsible for managing the service needs of our clients. Your primary duties will include working closely with mapped clients to ensure their service requirements are met efficiently and effectively. Additionally, you will be tasked with cross-selling a range of financial products such as insurance, investments, and loans to meet revenue targets on a monthly basis. Kabia Investment Managers is a comprehensive financial services firm that specializes in offering a wide array of services including investment management, insurance solutions, loan products, online trading platforms, wealth management services, mutual funds, and portfolio management services. Join us in providing top-notch financial solutions to our clients and contributing to the growth and success of our organization.,
About the job: Job Overview: We are looking for a proactive and results-driven Client Relationship Manager to handle service management for assigned clients and drive business through cross-selling financial products. The role involves ensuring client satisfaction while achieving monthly revenue targets. Key Responsibilities: Manage day-to-day service requirements for a portfolio of mapped clients. Build strong relationships to improve client engagement and retention. Cross-sell a range of financial products including insurance, investments, and loans. Achieve monthly revenue and product penetration targets. Coordinate with internal teams to ensure smooth service delivery. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Noida only Salary: ₹ 4,60,000 - 7,00,000 /year Experience: 1 year(s) Deadline: 2025-10-17 23:59:59 Other perks: Health Insurance Skills required: MS-Office, MS-Excel, Banking, Sales Management, English Proficiency (Spoken), English Proficiency (Written), Business Development and Portfolio Management Other Requirements: Educational background: BBM/MBA/BBA About Company: Kabia Investment Managers is a firm that offers various services, including investment, insurance, loans, online trading, wealth management, mutual funds, and portfolio management services.
Job Overview We are looking for a proactive and results-driven Client Relationship Manager to handle service management for assigned clients and drive business through cross-selling financial products. The role involves ensuring client satisfaction while achieving monthly revenue targets. Key Responsibilities Manage day-to-day service requirements for a portfolio of mapped clients. Build strong relationships to improve client engagement and retention. Cross-sell a range of financial products including insurance, investments, and loans. Achieve monthly revenue and product penetration targets. Coordinate with internal teams to ensure smooth service delivery. About Company: Kabia Investment Managers is a firm that offers various services, including investment, insurance, loans, online trading, wealth management, mutual funds, and portfolio management services.