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Relationship manager - wealth management - investment/trading product (5-15 yrs) mumbai (bfsi sales)
.. the new customers as well as maintaining the portfolio of existing customers- Advising clients on financial products and services.- Buying and selling stock on behalf of the client.- Managing investments.- Conducting planning services.- Providing tax planning services.- Providing estate planning services.Wealth .. read more
.. client's finances, create financial plans and portfolios that encompass asset allocation, investments, estates, and taxes, with the aim of increasing overall wealth4. Monitor clients investment portfolio on a regular basis to review performance thereby deepening into their wallet share5. Cultivate .. read more
.. and professional networks.- Educating the group on industry standards with the assistance of the life insurance training department- Businesses to guarantee that the group is properly prepared to offer life insurance goods in the marketplace.- Keep an eye on the agency team's daily operations, planning .. read more
.. .Benefits:- Competitive salary and performance-based bonuses.- Comprehensive Healthcare and retirement benefits.Contact Details:- Name: Rupa patel- Phone Number: ** .. and communication abilities.- In-depth knowledge of financial markets and regulations.Benefits:- Competitive salary and performance-based bonuses.- Comprehensive .. read more
.. insightful, particularly regarding human behavior.- Ability to generate revenue by identifying pain points and suggesting suitable products or services.- Engage with existing customers and ensure their retention Identify new markets,channels and customers for the brand.Qualification & Skills:Graduation .. read more
.. Achieve or exceed sales targets and revenue goals.- Provide trustworthy feedback and after-sales support- Build long-term relationships with new and existing customers- Develop entry level staff into valuable salespeopleQualifications :- Bachelor's degree in a related field (business, finance, insurance .. read more
.. long-term collaboration.- Monitor agent performance and provide regular feedback and coaching to help them meet and exceed sales targets.- Stay updated on industry trends, customer preferences, and competitor offerings to adapt our strategies accordingly.Qualifications:- Bachelor's degree in a related .. read more
.. 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.- Manage the entire sales process, from prospecting to closing deals and post-sales support.- .. read more
.. 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- Local candidate with good local network- Good Communication Skills- Good team building .. read more
.. support- Build long-term relationships with new and existing customers- Develop entry level staff into valuable salespeopleCandidate Requirement :Qualification : Graduation degree in any stream.Experience : 2+ Years of Experience in Field Sales and Marketing in any industryAge : 24 to 38 Years.- Local .. read more
.. and potential clients to inform them regarding the product and service.- Answering 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 .. read more
.. sales team.Drive Growth: Smash sales goals and unlock new opportunities.Mentor & Guide: Coach your team to achieve their full potential.Thrive & Succeed: Be part of a dynamic and rewarding environment.Qualify:- 2+ years sales experience- Proven leadership skills- Passion for team success- Bachelor's .. read more
.. itCandidate Requirement :Qualification : Graduation/Bachelor's degree in any stream.Experience : 2 to 3 + Years of Experience in Field Sales and Marketing in any industryAge : 21 to 38 Years.- Local candidates hire first.- Have good negotiation skills.Note : no any charges from us at any stages .. read more
.. : Area Sales ManagerCTC : 3 to 4 LPA + other benefitsLocation : Amritsar, Ludhiana, JalandharRoles:- Give in house and on field sales training to Life advisor- Convince the customer to buy Life insurance product on 1st call- Continues follow up for closing sales and recruitment call- Work hard to achieve .. read more
.. Recruit & train the agents and generate business through them in the assigned territory.- Responsible 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 .. read more
.. specific region.- Focus should be to increase the sales of the company.- Must totally focus on 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 .. read more
.. goods.- Meet with clients frequently.- Customers should be educated and inspired about products.- Establish sales targets and closely monitor individual and team performance against targets.- Conduct regular client meetings and presentations to drive business growthProfile of the Ideal Candidate :- Undergraduate .. read more
.. Maintaining Records : Telecallers typically need to maintain accurate records of calls made, responses received, sales completed, or customer interactions. This information is crucial for tracking performance, analyzing trends, and following up on leads.5. Following Up : After initial contact with a .. read more
.. AssociateQualification : GraduationAge Criteria : Upto 29 yrsExperience required : 01 - 06 years of experience in selling courses related to up- Skilling segment or Higher Education or IT SolutionsLocation : Bangalore (Work From Office)Compensation : Up to 8.4 LPAResponsibilities :- As a BDA you are .. read more
.. 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 products - MF, PMS, NFO, FD, BondsCTC - Upto - 5 lpa Interested candidates can .. read more
.. for various platforms, including websites, blogs, social media, and marketing materials. The ideal candidate should have a strong command of the English language, excellent writing skills, and a passion for creating high-quality content that resonates with our target audience.Responsibilities :- Researching .. read more
.. advantage.- Identifying opportunities for new Business Development through Lead Generation.- Co-ordinate pre-sales and post-sales follow up.- Attending around 150 calls daily in order to achieve the allocated targets.- Creating and maintaining a database of prospect clients; maintain a database ( Salesforce .. read more
.. :1. Digital Marketing and Social Media Marketing with SEO and lead generation. 2. Having knack of research based posts.2. Content and Designing the Posts on daily basis and working on content3. Familiarity with Instagram/FB/GBL/LinkedIn/Twitter and You tube4. Email Marketing 5. Having knowledge on independent .. read more
.. English and Hindi Content4. Designing of all marketing / any event collaterals5. Conceptualizing visuals based on requirements6. Creating images and layouts by hand or using design software7. Testing graphics across various media8. Studying design briefs and determining requirements9. Preparing rough .. read more
.. 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 communication skills, and interpersonal .. read more
Executive - customer success - saas firm (0-2 yrs) chennai/tamil nadu (after-sales/customer service)
.. Properly escalate unresolved issues to appropriate internal teams (e.g. software developers).- Provide prompt and accurate feedback to customers.- Prioritise and manage several open issues at one time.- Develop training materials and support documentation and self help knowledge base- Multiple language .. read more
.. Adheres to product specific guidelines, procedures, and best practices- May be required to work overtime, alternative work schedule or change shift as business dictatesEssential Job Functions :- Investigation and resolving of pre-delivery and post-delivery issues to the satisfaction of the client and .. read more
.. are no unethical business practices by his / her Insurance Advisors- To ensure that there is no 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 .. read more
.. Skill with wide Network.- Identify JV Partners, Master Service Agreement (MSA) and Negotiating skill for outsourcing.- Enhance Organisation's Revenue to drive new Business.- Provide lead and liasoning from pre-tender to Contract award for all upcoming projects.- Follow up Expression of Interest .. read more
.. sales production and managing the associated costs.- Ensure the high quality and high persistency of business generated by the local production unit, to support the long-term profitability of the company.- Develop knowledge of local market dynamics to improve the productivity of the FLS / BLs (e. g .. read more