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Advik-rec Services
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Partner / Senior Partner

Partner / Senior Partner

Advik-rec Services

6 - 10 years

10 - 14 Lacs

Ahmedabad

Posted:1 month ago| Platform:

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Skills Required

B2B PDF B2C Bfsi Client retention HTML Service sales Customer service Sales process Liability products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Partner/Senior Partner - Pioneer Private (BFSI - Advik-Rec Services Partner/Senior Partner Pioneer Private (BFSI Partner/Senior Partner Pioneer Private (BFSI Overall Job Description:- 1.To cross sell wealth & liability products to the banks premium Asset clients 2.Generate new business to achieve defined sales targets 3.Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues 4.Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth 5.Ensure ongoing self-development. 6.Manage the portfolio to de-risk against attrition and achieve stability of book 7.Manage the key performance indicators at the highest level. 8.Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales 1.Achieve the Targets set in terms of product mix 2.Achieve best in class productivity in order to maximize the efficacy of the sales process. 3.Achieve the budgeted cross sell targets. 4.Aggressive Sales call plans to acquire large prospective customers through referrals 5.Ensure coverage of customer base in accordance with the Group Approved Relationship Matrix. Job Category: B2B B2C Banking New Acquisition Job Type: Full Time Job Location: Ahmedabad bengaluru Apply for this position Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

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Partner / Senior Partner