The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
- Responsible for NTB acquisition of customers.
- Responsible for successfully contacting 20 customers per day.
- Responsible for meeting 4 customers/ prospects per day.
- Responsible for upgrading customers from a lower product category to higher product category
- Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc.
Qualifications
- Blend of service and sales orientation
- MBA / Graduate
- Minimum work exp. – 1 year