-?Design a investment portfolio and plan based on ING model portfolio’s -?Periodic Portfolio reviews for all customers
-?Ensure all customers have a CASA for routing their investments. -?Ensure all customers use...
- Manages An Assigned Geographic Sales Area to Maximize Sales Revenues and Meet Corporate Objectives.
- Collaborates with Sales Staff in Establishing and Recommending the Most Realistic Sales Goals for the Company.
- Establishes and Manages Effecti...
RS 1,00,000 To 3,00,000 Ahmedabad, Gandhinagar, Rajkot, Surat, Vadodara
Demat(i.e. Trading Accounts acquisition)
Cold calling (i.e. Willing to work in open Market)
Should be presentable with good communication & convincing skill.
Responsible for identifying customer needs, assessing their risk app...
1. Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.
2. Building relationships with the client & educating them about Investments.
3. Responsible for achieving brokerage.
EC - Relationship Manager Baroda
About Company :
This company is a Mumbai based Indian new generation bank,established in 1994. The bank offers commercial, transactional and electronic banking products and services. This bank was inaugurated in...
ECRMs roles and responsibility includes;
1. Regular meeting with the existing customer to ensure engagement and wallet share.
2. Resolve any service related Issue by coordinating with Internal & external stakeholders.
Key Skills : good communication skill,knowledge about banking operation,banking product,experience in banking is mendatory,relationship management,customer...
RS 2,00,000 To 2,75,000 Ahmedabad, Rajkot, Vadodara
Co-ordinating with clients for their daily trades on the BSE/NSE /Currency
Placing orders of clients taken through phone lines in Odin trading terminal
Making confirmation of orders and trades done during the day to clients
Key Skills : relationship manager,client support executive,customer services executive