Freelancer at Quess Corp Ltd
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Sales Role - Bank (3-5 yrs)
- Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling products and services as per the profile & need of the customers. Acquiring family accounts and deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers. So that We become the primary banker for these Classic relationships and maximize the share of wallet of these customers.
Responsibilities :
- Sales
- Managing Classic Portfolio
- Achievement of income plans and other benchmarks within portfolio
- Customer services
- Operations
Education Qualification :
- Graduation
- Post-Graduation
Certifications :
- NISM V-A Certification
- IRDA Certification
- NCFM Certification (Optional)
- CAIIB (Optional)
- Internal Certification
- GI certification
Key Skills :
- Sales and Influencing Skills
- Banking Product & Process Knowledge
- NRI Product and Regulatory Knowledge
- Planning and Organizing Skills
- Communication
- Knowledge of Competition & Current trends in financial Industry.
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