...Terminals
c. Generating Leads through cold calling and client meetings
d. Follow up with the branches for processing of applications.
e. Coordination with SBI Branches and internal Marketing teams
f. Goo...
Lead generation at the time of account opening/service call being made to the customer
• Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on
protection and Annuity
• Involvement in work site acti...
Lead generation at the time of account opening/service call being made to the customer
• Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on
protection and Annuity
• Involvement in work site acti...
...1. Building relationships with clients & educating them about Investments 2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, FD, RBI Bonds etc) 3. Client meetings directly a...
...Principal Responsibilities:
A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to... ...Worth customers
HNI,HNI Acquisition
Design...
Will be responsible for HNI client acquisition, equity advisory and dealing
Achieve Business Objectives of sales numbers, revenue and product mix.
Improve business generation from new and existing clients
Cement existing relationships, devel...
- Looking for someone who has experience in retail banking. - Looking for someone who has handled sales related to casa, current accounts, saving accounts, third-party investments. - Has done revenue generation, Client acquisition, and investment pr...
