, and a customer-focused approach. This role involves engaging with high-net-worth individuals (HNIs) and prospective clients, pitching... tailored investment solutions, and ensuring seamless customer onboarding.Role and responsibilities:1. PMS Sales:- Engage...
and in person if needed and help them with Portfolio re-balance or creation using our Quant Tools- Relationship management... time for all customer queries regarding their investment requirements- Be responsible for the delivery of sales targets...
Key Responsibilities :- Service through relationship management - Establishing and strengthening relationship with the... allocated customer base. - Ensure retention of in his/her allocated" book of relations" (existing customer database). - Act...
some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- healthcare...
through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer... Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive...
through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer... Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive...
through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer... Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive...
through sale of CASA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CASA customer... Comfortable working in a full- fledged sales profile / NTB Acquisition Customer orientation High energy levels with a motive...
and met through financial products that the Bank has to offer.- To enhance Customer Relationships & amp; while doing so, Educate...; window& #39 to talk to the bank whenever the customer needs.- Responsible for meeting the scorecard targets and portfolio...
identification of customer needs and opportunities to create deeper and “stickier” relationships. This job will carry out... some or all of the following tasks: Deliver the proposition by providing a consistently excellent customer experience On-board...
.- Responsible for identifying customer needs and assessing their risk appetite- Provide regular updates to the immediate superior... as and when required- Create and enforce plans that will help meet the needs of the customer. (ref:updazz.com)...
Develop and execute sales strategies to achieve revenue targets and expand the customer base. ? Build and maintain...
Finance, Vendor Finance, Letter of Credit, Bank Guarantee, Term Loan, etc. as per the clients need. 6. Managing customer...
Job description :key responsibilities :- Greet customers and respond to customer enquiries. - Offer outstanding... hospitality throughout client visits, aiding. - Positive customer experiences and loyalty. - Deliver polite, professional customer...
-selling)10. Ensuring high persistency11. Maintain & Update Sales MIS / Lead Tracker12. Provide Renewal Support & Customer...
-selling)10. Ensuring high persistency11. Maintain & Update Sales MIS / Lead Tracker12. Provide Renewal Support & Customer...
to 9 Preferred Relationship Manager Recruitment and training of Relationship Manager Team and Lead a result oriented team...Job Purpose : The purpose of the Head Relationship banking is to be a Supervisor and a mentor to the HNW channel...
, visit our website at . Job Overview We are seeking a skilled Customer Relations Manager to join our team in Mumbai... skill). Strong data analysis abilities to interpret customer data and inform relationship strategies. Effective conflict...
We are seeking a Senior Manager, Digital Customer Success to lead and develop teams of Customer Success Managers (CSMs..., DEI, and continuous improvement. Manager Development: Guide and support the Customer Success Leaders, setting clear performance...
goals. Weekly travel within your region will facilitate effective customer relationship management, with minimal overnight... and relationship-building skills to advocate for customer needs. Ability to create and document tailored Customer Success Plans...