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29/01 Amit Kapoor
Chief Consultant at Manzil HR Services

Views:13617 Applications:254 Rec. Actions:Recruiter Actions:242

Investment Counselor - BFSI (4-8 yrs)

Chennai/Mumbai Job Code: 886943

Salary offered:

Key Responsibilities :

- Discuss the customer profiles with WM's and help explore & advise opportunities to sell the relevant products to the potential customers

- Review call outcomes with WM's & discuss alternate plans with the view to provide appropriate solution to the customer needs.

- Make self- available for Joint Calls with WM's to enhance call effectiveness provide learning opportunities and to demonstrate intellectual engagement with customers to encash the business opportunities.

- Collect, collate and share market information with product management team and suggest strategies for future

- Will be responsible for product penetration & measure productivity

- Maintain Relationship with principle (like AMC, Insurance co)

- Portfolio Analysis of Client

- Process Management

- Data analysis of the respective region to target relevant client base

- Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base.

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

Women-friendly workplace:

Maternity and Paternity Benefits

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