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

• Achieveme Read more

  
  
  • 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