Pre sales executive

Job description

• Roles and Responsibilities.


• Achieve sales targets and providing Customer service.


• Relationship Management for a Portfolio of customers.


• Responsible for Cross Sell & enhancing relationship with existing customers.


• Selling of Investment products like Mutual Fund, Insurance & Current account & Saving accoun

• Achievement of portfolio parameters


• Meet the defined objectives of the Portfolio managed by respective Imperia -VRM Sales


• Right, cross-sell of products basis profiling and engagement.


• Penetration of products across groups.


• Sales across all product segments-TPP, Assets, Cards etc.


• Acquiring & amp; grouping of all related IDs of the Primary ID.


• Use of triggers to track the maturity of FDs, movement of CASA balances etc and prevent outflow.


• Ensure Staff is trained on product knowledge and requisite certifications.


• Income to be generated at a customer level.


• Interaction Quality:


• Achieve Quality benchmarks defined from time to time.


• Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.


• Audit and Service Quality:


• Ensure all laid down systems and processes are followed as stipulated by Audit and Senior Management


• Ensure accurate and timely submission of financial transactions. & amp; requests.


• Adherence to set processes of updating customer interactions in CRM next.


• MIS - Reporting:


• Ensure timely submission of Customer base review/reports as requested by Central Team / Senior Managemen


• ankita.patel@white-force.in


• mob no.-9329931736