RM - Broking & Distribution - BFSI

Adroit india financial advisory
  • Kolkata
  • 10-15 lakh
  • 2-8 years
  • 23 Jun 2015

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

- Clear Accountability, handling sales to High Network Imperia clients.

- Profiling customers & providing products who meet their needs

- Deepen the relationship by cross selling products & services according to their needs.

- Enhance & retain cost profitability by capturing larger share of wallet.

- Acquire new customers who meet product criteria through cross reference.

- Acquire mass affluent retail customers, deepen existing HNI relationships for all wealth products (Insurance,mutual funds) and cross-sell 3rd party products.

- Provide professional customer service to achieve a high percentage of customer satisfaction & retention.

Other responsibilites :

- Responsible for 3rd party product distribution, free income generation through branches.

- Adherence to internal policies &external regulations

- Business Development.

Educational qualifications:- MBA, min 2yrs exp in Insurance, reporting to A.V.P.,

Competencies/Skill sets for this job

Distribution Customer Cross Selling Regulations Product Distribution

Job Posted By

About Organisation

Adroit india financial advisory