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Kotak Mahindra Pune, India**Role: · - Managing set of existing mapped customers of corp salary · - Cross selling liability and investment products, insurance, Asset products (HL/PL/CL) to individual customers in the Corp. Salary book. · - One point contact for all service related requirements for the cust ...
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timesjobs Pune, India Full timeJob Description · Acquiring clients through direct sales/ CA /Broker/Builder Channels. · Analyze clients' financial needs. · Taking Leads from tie up Builders & creating new ones. · -Sales · -Customer Service · -Post Sales Service · Regular follow-ups with the Prospect customers ...
Relationship Manager - Pune, India - Link8 Intelisystems Pvt Ltd
Description
Job Description
Aashna Financial Services is a financial service platform that assists individuals, corporate bodies, and NRIs in investing in Direct Equity, Mutual Funds, Fixed Deposits, and Bonds online and offline.
Responsibilities:
*) Excellent written and verbal communication
*) Keep prospective client database updated
*) Build contacts with potential clients to create new business opportunities
*) Communicating with customers, making outbound calls to potential clients, and following up on leads.
*) Understanding clients needs and identifying sales opportunities.
*) Answering potential clients' questions and sending additional information per email.
*) Explaining and demonstrating features of products and services.
*) Staying informed about competing products and services.
*) Upselling products and services.
*) Researching and qualifying new leads.
*) Closing sales and achieving sales targets.
*) Make cold calls for new & existing business leads
*) Maintain knowledge of service offerings of the company
*) Follow company guidelines and procedures for the acquisition of customers, submission of quotations
*) Update CRM system with all customer communications