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Job Overview

Category

CA, CFA, CMA, MBA, MCOM/BCOM

Job Role

Finance Executive

Gender preferred

No Preferences

Functional Area

Finance

Work preferred

Work from Office

Qualification

Graduation

Any Graduation

Post Graduation

Any Post Graduation

Description

JOB ROLE :

· Responsible for NTB acquisition of customers.

· Responsible for successfully contacting 20 customers per day.

· Responsible for meeting 4 customers/ prospects per day.

· Responsible for upgrading customers from a lower product category to higher product category

· Responsible for cross-selling of various products like TD, SIP, MF, Insurance, Gold, Demat, Asset, Gift Card etc. @ minimum 2 per day.

JOB REQUIREMENT:

· Blend of service and sales orientation

· MBA / Graduate

Minimum work exp. – 1 year

Skills

MBA

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