Posted By
Posted in
Sales & Marketing
Job Code
634177
Key responsibilities:
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with channels and clients.
- End to end client relationship management and creating his/her own pipeline of clients.
- Will work within the boundaries of our business model using the expertise of the product group and complying with requirements and processes in place.
- Initiating contact with potential customers for developing leads, direct sales & cross-selling financial products.
- Resolving of escalated grievances and queries of individual and corporate clients on a day-to-day basis.
- Developing the satisfaction level of customers by rendering services beyond excellence in order to optimize a high percentage of customer satisfaction and retention.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.
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Posted By
Posted in
Sales & Marketing
Job Code
634177