Appsierra
From Appsierra's careers page
Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.
Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to offer them best financial planning solution through Insurance and Investment solutions.
Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits
Penetrate on Mapped book by positioning various products and solutions to mapped base customers to increase Product Holding
1. Acquisition of new Customers and Increase book size.
2.Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.
3.Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
4.Responsible for catering the investment needs of clients by providing them research based advises.
5.Interfacing all queries of Clients and understanding their investment needs.
6.Manage portfolios of clients and offer them investment solutions.
7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.
8.Promote high quality sales, supply and customer service processes
9.Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)
A free account lets you apply, save this job, see how well you match and check your resume against it.
Scores your resume against this job the way resume scanners do: the job's hard and soft skills, searchability, recruiter tips and formatting.
Create a free account to see your score. Your resume stays in this browser until then, and we never store it.
Already a member? Sign in