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Relationship manager - wealth management - investment/trading product (5-15 yrs) mumbai (bfsi sales)
.. offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.To be successful as a wealth manager, you should have .. read more
.. asset allocation3. Develop and maintain client relationships by engaging with the resources of other parts of the organization and provide tailor-made personalized financial services3. Build a comprehensive strategy that considers all aspects of the client's finances, create financial plans and .. read more
.. unlock their potential as professionals. We have programs to provide growth to the next level, so their own profile is enhanced and they contribute to the organizational goals fulsomely.Position : Territory Sales ManagerRoles :- Management : The agency will be in charge of an eight to ten member on-roll .. read more
.. .Benefits:- Competitive salary and performance-based bonuses.- Comprehensive Healthcare and retirement benefits.Contact Details:- Name: Rupa patel- Phone Number: ** .. and cost controls.- Create and put into action risk reduction plans while ensuring compliance.- Find new business opportunities, alliances, and revenue .. read more
.. are retained.- Suggesting new services that may be of interest to clients.- Crafting business proposals and contracts to draw in more revenue from clients.- Negotiating with clients to secure the most attractive prices.- Reviewing clients' feedback and implementing necessary changes.- Intuitive .. read more
.. Development Manager in the insurance sales industry plays a critical role in building and maintaining strong relationships with clients.Work Roles here : - Build and nurture long-term relationships with clients.- Understand clients' insurance needs and financial goals.- Identify sales opportunities .. read more
.. effectively.- Collaborate with agents to develop sales strategies, conduct joint client meetings, and close high-value life insurance deals.- Build strong relationships with agency partners and agents to foster loyalty and long-term collaboration.- Monitor agent performance and provide regular feedback .. read more
.. compliance with all sales practices- Build and maintain relationships with key clients and partners, and negotiate deals to ensure mutually beneficial outcomes.- Stay up-to-date on market trends, competitor activities, and industry developments to identify areas of growth and stay ahead of the competition.- .. read more
.. expected to be an expert in the sales process, and conduct mechanisms to build same with his team- through periodic on floor coaching.- Achievement of sales targets and others parameters such as retentionQUALIFICATION / EXPERIENCE:- Any Graduate or Post Graduate- More than 2 Years of Experience in Sales- .. read more
.. products/services addressing or predicting clients objectives Prepare sales contracts ensuring adherence to law-established rules and guidelines- Keep records of sales, revenue, invoices.- Provide trustworthy feedback and after-sales support- Build long-term relationships with new and existing customers- .. read more
.. all queries and questions regarding the company and product.- Understanding customers' requirements by asking questions and closing the deal.- Keeping the customer database maintained and updated.- Taking and processing orders accurately.- Preserve the company's reputation by handling grievances.- .. read more
.. rewarding environment.Qualify:- 2+ years sales experience- Proven leadership skills- Passion for team success- Bachelor's degree preferredBenefits:- Competitive salary & bonus- Comprehensive benefits- Be a part of a winning team- Ready to lead? Apply now!Contact : **Note : No charges from us .. read more
.. advisors- Meet potential agents in their respective areas- Should know the local agent network- Achieve Monthly Sales Target Numbers- Managing relationships with customers- Identifying customer need and satisfy itCandidate Requirement :Qualification : Graduation/Bachelor's degree in any stream.Experience .. read more
.. Continues follow up for closing sales and recruitment call- Work hard to achieve monthly target- Set unit meet with my life advisor team for their goal setting and last month business review with R&R every month.Job specification :- Should have good local Network- Should have sound knowledge of Financial .. read more
.. for licensing and tracking activation of the same regularly.- To meet agents, Lead Providers, and intermediaries on a regular basis and maintain records of the same in a planned manner.Desired Candidate :Qualification : Bachelor's degree in any stream.Experience : 1+ Years of Experience in Field .. read more
.. increasing the business by making various sales targets.- They need to generate business leads for the company which they are working for.Requirements :- Must be a Graduates in any field.- Minimum 2 years of experience in field sales.- Good Communication skill in sales marketing.- Fast learner and passionate .. read more
.. in marketing and sales.Roles and responsibilities : - Hire financial advisor from open market- Create enduring connections with your customers.- Selling a customer of the bank many financial goods.- Meet with clients frequently.- Customers should be educated and inspired about products.- Establish sales .. read more
.. appointment setting, or follow-ups on previous interactions.2. Pitching : Telecallers often need to deliver scripted or prepared pitches to promote products or services to potential customers. They should be persuasive and articulate in presenting the features and benefits of what they are offering.3 .. read more
.. out to prospects and guiding them through the existing tech-landscape.- With a customer-centric approach, you will qualify their career goals and identify how Scaler can help them.- Following up with existing prospects to ensure that we are able to open up new realms of possibilities through the power .. read more
.. for demat accounts for a well know company in Mumbai - Fresher can also apply but candidate should be graduate Job Description :- Aquisition of unique a/c - Hand holding of customers in initial phase- Handle sales promotion activities from time to time (corporate / society events)- Cross selling of other .. read more
.. Managing content calendars and deadlines to ensure timely delivery of content.- Keeping up-to-date with industry trends and best practices in content writing and digital marketing.Requirements :- Proven experience as a Content Writer or similar role.- Excellent writing, editing, and proofreading skills.- .. read more
.. the allocated targets.- Creating and maintaining a database of prospect clients; maintain a database ( Salesforce, Excel) of prospective client information and identifying references through the existing customer base to increase the sales pipeline.- Inside sales & Outdoor meetings if required. (ref:updazz.com) .. read more
.. with Instagram/FB/GBL/LinkedIn/Twitter and You tube4. Email Marketing 5. Having knowledge on independent working of designing and posting with relevant hashtags.6. Increase traffic and work on Call to Action.Skill(s) Required :- Creative Writing- Digital Marketing- Facebook Marketing- Instagram Marketing- .. read more
.. aesthetics and details5. Excellent communication skills6. Ability to work methodically and meet deadlines7. Degree in Design, Fine Arts or a related field is a plusSkills : - Adobe Illustrator- Adobe InDesign- Adobe Photoshop- Adobe Premiere Pro- Canva- Copywriting / Content Writing- CorelDRAW- Digital .. read more
.. requests.- Consistently log and record each-and-every outreach made, in CRM, producing daily activity reports- Research on the leads generated and nurture them- Follow up, set up demos and close deals- Conduct competitive researchWhat we look for ? - Excellent presentation skills, verbal and written .. read more
Executive - customer success - saas firm (0-2 yrs) chennai/tamil nadu (after-sales/customer service)
.. their requests.- Follow defined steps to resolve the tickets and help the customers- Interact with customers through phone, email or chat, until they- ve solved the issue.- Properly escalate unresolved issues to appropriate internal teams (e.g. software developers).- Provide prompt and accurate feedback .. read more
.. Work in a dynamic environment of multinational teams and with an opportunity of connecting to different people from various countries every day- Use your own initiative to find new solutions for unusual or problematic situations regarding the customer's order to ensure the best experience with ClientEssential .. read more
.. anti selection against the Company and that the Company is not put to any financial loss due to poor quality of selection of lives either directly or through his/her team of Insurance Advisors- To ensure high standard of quality of sales, very good quality of lives to be insured and very good quality .. read more
.. : Whitefield, BangaloreKey Responsibilities :- Market analyses, identify Business opportunities & new markets, and understand clients requirements.- Generate Domain-wise Database of clients and competitors.- Networking ability with good Presentation and Proposal making skill to increase client base- .. read more
.. you would typically be responsible for overseeing and managing operations within a designated geographical area or circle. Here's a general job description for this role:Job Title : Circle HeadRole Overview :As a Circle Head at Life Insurance, you will be responsible for leading and managing the .. read more