The primary objective of the role is to promote Progno products to New-to-Firm clients and crossdefine to existing clients for conversion, thereby contributing to User database generation & Topline fee growth. Your responsibilities will include client co-ordination, follow up with clients for target achievements, making outbound calls and mails to prospective customers, managing the entire Customer Care Team & all accounts given to you, and identifying areas for improvement and scope projects. You will be required to review the performance of the KPIs on a near term basis, manage financials of relationships, ensure engagement of channels and channel employees around business objectives & results, and develop & implement initiatives to motivate & retain high-performing talent. You should possess a confident and friendly telephone manner, ability to learn quickly by doing, accurate data inputting skills, excellent time management skills, and be a practical decision-maker with basic knowledge of finance & marketing. Smart individuals with sales skills, who can work with minimal supervision and under pressure, are preferred. Excellent verbal and written communication skills in Malayalam, English, and Hindi are essential. Proficiency in MS Excel, preferably with prior experience in Banking, Finance, or Third-Party Distribution Life Insurance sales, along with analytical skills in business planning and cost management is required. The ideal candidate should be a Graduate, Postgraduate, preferably MBA in Finance & Marketing, with a minimum of 3-6 years of experience in the SME Business function (Bank and NBFCs) with a degree/PG in finance, accounting, or another related field. Language skills in English/Hindi are mandatory, and regional language skills will be an added advantage. The shift for this role is in the morning from 9.30 am to 7.00 pm, and the location is Cochin, Kerala. If you meet the requirements mentioned above and are interested in this opportunity, please send your latest resume to hr@progno.co.in. Additionally, if you know someone who would be a perfect fit for this role, please encourage them to apply.,
Your role at Progno involves promoting Progno products to New-to-Firm clients and cross-selling to existing clients for conversion, thereby contributing to User database generation & Topline fee growth. Your responsibilities include: - Coordinating with clients through calls and follow-ups, supporting executives in generating new leads, following up for documents, updating & reporting data information to Reporting Authorities, and coordinating & supporting other Department Heads. - Following up with clients for Target Achievements and providing oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services. - Making outbound calls and sending mails to prospective customers, updating respective departments once all documents are received. - Managing the entire Customer Care Team and all assigned accounts. - Identifying areas for improvement, scoping projects, involving relevant others, and explaining and promoting services to prospective clients. - Reviewing Performance of the KPIs on a near-term basis, developing plans for improvement, managing financials of relationships, meeting financial targets, sales promotion activities, and ensuring correct commission reconciliation. - Engaging channels and channel employees around business objectives & results, and implementing initiatives to motivate & retain high-performing talent. Your skills and requirements for this role include: - Confident and friendly telephone manner. - Ability to learn quickly informally. - Accurate data inputting and excellent time management skills. - Practical decision-making abilities with basic knowledge of finance & marketing. - Sales skills with the ability to work well under pressure and minimal supervision. - Excellent verbal and written communication skills in Malayalam, English, and Hindi. - Proficiency in MS Excel, with knowledge of V-Look Up, basic excel formulas, sorting, etc. - Preferably prior experience in Banking, Finance, or Third-Party Distribution Life Insurance sales. - Analytical skills in business planning and cost management. - Graduate, Postgraduate, preferably MBA in Finance & Marketing. - Minimum of 3-6 years of experience in the SME Business function (Bank and NBFCs) with a degree/PG in finance, accounting, or related fields. - Language Skills: English and Hindi mandatory, regional language skills are an added advantage. - Shift: Morning Shift - Time: 9.30 am to 7.00 pm - Location: Cochin, Kerala If you believe you are a suitable fit for this role, please send your latest resume to hr@progno.co.in. Feel free to refer someone you think would be a perfect fit for this position.,