Assistant Manager / Senior Officer Friday, 29 April 2016 No Comment




Job Summary



Locations:


Delhi


Nationality:


India



Experience:


1 – 3 years


Keywords / Skills :


Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate


Function:


Sales/ Business Development


Role:


Sales Exec/ Sales Representative


Industry:


• Banking/ Financial Services
• Insurance


Summary:


Focus on cross-sell & up-sell opportunity in allocatedcustomers.ï‚· Ensure successful completion of licensing as per MLIstandards


Posted On:


27th Apr 2016



 Establishing and strengthening relationship with the

allocated customer base.


 Ensure retention of in his/her allocated “Book of


Relations” (existing customer database).


 Act as single point of contact for customers for any


customer query/complaint.


 Identify financial goals of customers and providing


financial planning assistance.


 Competition Analysis for giving professional advice to


customer


 Fix self appointments everyday from the given


customer database as per the campaign :


Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate

NGe- The HR Solution Providers

Established in the year 2011, as an
Executive Search Firm, known as NGe
– HR Solution Providers. The company
laid its roots from basics of HR
Management, thereby bringing a
unique approach to cater the
requirements of our Clients. We
recruit for Industry exclusive verticalBanking
& Insurance. Over the past
years, we have been able to shape the
careers of numerous professionals.

Follow



NGe- The HR Solution Providers

Established in the year 2011, as an
Executive Search Firm, known as NGe
– HR Solution Providers. The company
laid its roots from basics of HR
Management, thereby bringing a
unique approach to cater the
requirements of our Clients. We
recruit for Industry exclusive verticalBanking
& Insurance. Over the past
years, we have been able to shape the
careers of numerous professionals.

Follow




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Assistant Manager / Senior Officer
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