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12/04 Aakriti Khosla
Senior Executive at Vkonnect

Views:106 Applications:27 Rec. Actions:Recruiter Actions:6

Investment Advisor - BFSI (1-12 yrs)

Delhi NCR/Mumbai Job Code: 33159

Job Responsibilities:-

I. Customer Acquisition o Identification & acquisition of Senior & Top Management potential in all relationships mapped to the respective CSRL

II. Engagement Matrix

III. Client Profiling

IV. Manage Assigned Book

V. Incremental Business Across Products

VI. Portfolio Book Quality

VII. Showcase & Cross-sell of Banking Products


VIII. Increase Share of wallet

IX. Sales Record Update

Interested candidates can share his /her cv

Aakriti Khosla
7838705984

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