JD. Acquisition of new clients for Demat account. Activation of client and generating revenue. Cross selling MF and LI
achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount. To meet sales targets through fulfilment of leads, generating own references and conducting onsite
Responsible for gathering assets for IP such as mutual funds, PMS, AIF. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book Create an incremental SIP Book Ensure all clients are met on a regular basis.
Acquisition of preferably existing & potential new Franchise Handhold & work closely with the Franchise. Deliver outstanding customer service in terms of pre-sales and post service Identify & work towards meeting them
achieve sales targets using consultative sales approach, whilst ensuring service levels and customer satisfaction remain paramount. To meet sales targets through fulfilment of leads, generating own references and conducting onsite
Responsible for driving the insurance business for the assigned area. It includes sales life and General Insurance products and the after sales services, in case of queries. To help the sales team and advisors on services / claim settlements etc.
Responsible for driving the insurance business for the assigned area. It includes sales life and General Insurance products and the after sales services, in case of queries. To help the sales team and advisors on services / claim settlements etc.
Acquisition of preferably existing & potential new Franchise Handhold & work closely with the Franchise. Deliver outstanding customer service in terms of pre-sales and post service Identify & work towards meeting them
To develop the insurance business in assigned area by supporting the Sales Team Strategic planning for business development of insurance product in coordination with BM Training of the advisors on Product, Processes and Policies as defined by HO.