.. part of a team Detail-oriented and organized Bachelor's degree in Business Administration, Marketing, or related field Perks Informal dress code 5 days a week Health .. food industry, and we are backed by angel investors, advisors, and Matrix Partners, one of the top 5 VC firms in India. Learn more about us at angel.co/limetray .. read more
Job Description To Handle portfolio of HNI customers of bank and cross sell various products according to clients need. Liability Product selling, education on product features Acquire new customers through referrals from existing customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the customers requirement. Attrition control of customers Achieving MTD and YTD Revenue Targets Achievement of income plans and other benchmarks within portfolio Requirements Educational Qualifications: Graduate - 4 -6 years of experience AMFI / IRDA Experience Profile: Graduate: 4 -6 years of experience AMFI / IRDA Post Graduate - 2 -4 years of experience AMFI / IRDA Personality Traits: Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process Requirements Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process Graduate
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