Job
Description
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.,
