ROLES & RESPONSIBILITIES: -
1.To Achieve pre budgeted monthly Sales of Minimum, 75 Demat A/C25 Margin of 25k accounts,2px of upfront revenue for the first year& 3x for subsequent year
To have minimum daily 3 client meetings 1 branch visit and assigned branches
To ensure Minimum 12 first Trade for the month.
2.To ensure rollout of all the promotional and contest programs effectively
3.Co-ordinate and conduct the monthly 4 training of Partners/bank employees
4.Supporting the channel partner on joint calls as per requirement
5.To reach out to allotted branches/POS as per the route plan
6.Responsible for Activating and upscaling the POS/Br.
7.Follow and submit the daily weekly and monthly MIS
8.To have absolute product and sales process knowledge proficiency
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Sayali : 9158043***

Keyskills: Bancassurance Relationship Wealth management Manager Demat Relationship Officer Relationship Manager Relationship management Mutual Funds Relationship Executive Relationship Client Service Manager Sales Casa Insurance Relationship Mutual funds Manager SIP