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08/05 Sampanna Consulting
Manager at Sampanna Consulting

Views:109 Applications:0 Rec. Actions:Recruiter Actions:0

Head - Telesales - Bank (5-10 yrs)

Mumbai Job Code: 613

The ideal candidate is expected to deliver the monthly team/unit revenue plan across products lines viz. Insurance, Investment and Forex along with servicing clients from the base

Core Responsibilities :

Business Drivers :

- Conversations per day per Rm

- Meetings - (Fresh + FUP)

Investment Drivers :

- UCT

- DMF Activation

- Digital transactions

- SIP

- Mobilization

Insurance Drivers :

- AIA

- AMHI

- RSA

- Premium Goals

- Forex - I NTF activation

Day-to-Day Responsibilities :

- Driving effective client base coverage across the base

- Ensuring adherence to operating, legal & regulatory standards as applicable to the business. Viz. CDD/AML/NESS/APF/NSDL/AIR etc.

Key Deliverable :

- Meeting line wise business plan for the year

- Managing compliance and controls across the team

Certifications :

- NISM Demat/MF

- IRDA (LI/GI)

- Internal certification as applicable to solicit sales

- Supervisory training

Skills :

- Team Management

- Sales Management

- Operations Management

- Client Relationship Management

MBA is Mandatory

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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