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Senior Manager
JD FOR SR. MANAGER – SALES & MARKETING The Job responsibilities would include : * Lead Generation * To plan various activities within assigned territory * Conducting Workshop in schools, colleges, open seminars in PG & Hostel, , resedential apartments ( Townships ) * Liasioning with schools , college management , PG & Hostel owners & faculty. *
Assistant Manager
JD FOR ASST. MANAGER – SALES & MARKETING The Job responsibilities would include : * Lead Generation * To executive various activities within assigned territory * Conducting Workshop in schools, colleges, open seminars in PG & Hostel, , resedential apartments ( Townships ) * Liasioning with schools , college management , PG & Hostel owners & faculty. *
Branch Manager
Job Description for Branch Manager- Job Duties & Responsibilities Responsible for Team Hiring & driving branch Profitability Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans Developing and implementing sales plans. Delivery of Operating Profit Budgets for
Investment Advisor
Investment Advisor / Sr. Investment Advisor Job Description To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients’ requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that
Senior Manager
JD FOR SR. MANAGER – SALES & MARKETING The Job responsibilities would include : * Lead Generation * To plan various activities within assigned territory * Conducting Workshop in schools, colleges, open seminars in PG & Hostel, , resedential apartments ( Townships ) * Liasioning with schools , college management , PG & Hostel owners & faculty. *
Assistant Manager
JD FOR ASST. MANAGER – SALES & MARKETING The Job responsibilities would include : * Lead Generation * To executive various activities within assigned territory * Conducting Workshop in schools, colleges, open seminars in PG & Hostel, , resedential apartments ( Townships ) * Liasioning with schools , college management , PG & Hostel owners & faculty. *
Customer Care Executive (CCE)
Job Description of Customer Care Executive (CCE) Manage large amounts of inbound and outbound calls in a timely manner Follow communication “scripts” when handling different topics Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives. Seize opportunities to upsell products when they arise. Build sustainable relationships and engage customers by taking the
Branch Manager
Job Description for Branch Manager- Job Duties & Responsibilities Responsible for Team Hiring & driving branch Profitability Maximize sales performance to achieve the sales target of the Branch through following products like Mutual Funds, Fixed Deposit, PMS, AIF, Life Insurance, Home Loans / SME loans Developing and implementing sales plans. Delivery of Operating Profit Budgets for
Sr.Investment Advisor
Investment Advisor / Sr. Investment Advisor Job Description To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients’ requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that
Investment Advisor
Investment Advisor / Sr. Investment Advisor Job Description To do new client acquisition and to generate fee income by creating financial plans post understanding of risk profiling & goals of customers. Analysing information and preparing plans best suited to individual clients’ requirements; Monitoring & reviewing plans with clients with news of new financial products or changes to legislation that
E-Financial Planner
E Financial Planner Job Description Make telephone calls to prospects Keep accurate and detailed records of calls made and results achieved Achieve budgeted campaign DMC rate and specified targets Understand and manage personal performance on a daily basis Attend campaign briefings Demonstrate a thorough understanding of our clients products and services and the objectives of specific campaigns Maintain confidentiality
Team Leader
Job Description of Team Leader Team leaders serve various roles in an organization. Their job is to get tasks done by using all of the resources available to them, including other employees or team members. Below is a list of some important roles a team leader must often take on: Develop a strategy the team will use to reach its goal
Relationship Officer
Job Description of Relationship Officer. Customer service requirements like account opening ( CASA , DMAT account opening, Grievances, Loans ,Insurance. Speed and efficiency of service given. Sales targets for banks and investment products. Going beyond the professional need of the customer by providing other products. Enhancement of customer value · Cross-sale of asset products · Back-up to relationship managers holding
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Executive
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