Mfins Pvt. Ltd

Pune, Maharashtra

To increase business by deepening existing client relationships with cross-sell/upsell To acquire new clients and pursue new leads and prospecting Organizing customer meets / workshops involving presentations Carry other promotional activities for lead generation Preparing and executing business plans and strategies to develop business. Job involves monthly targets and quality parameters to be adhered to. Providing clients with information on new and existing products and schemes Keeping oneself updated on the financial markets & products Client on-boarding, Account opening, etc. Portfolio reporting to customers over email and phone at regular intervals like Monthly or Quarterly or as and when required. Maintain customer contact and handle service issues & Customer queries Prepare KYC, MIS and other relevant reports from time to time. Handle official telephonic calls/emails/skype/Zoom and client visits to his/her office or residence and ensure proper follow-up is made on the enquiries generated.