Job Description
CRM Executive :
Key Responsibilities areas:
Ø Explain and cross selling of the products to the customers - product offers / benefits
Ø Promoting all the financial products of the company products
Ø Taking regular customer follow-up
Ø Taking feedback - mails/phones ( communication channel)
Ø Branding of the financial products Ø Maintaining the register for the same.
Ø Preparing MIS of all calls.
Ø Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
Ø Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
Ø Procuring the potential clients through networking, database, market analysis and references.
Ø Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Ø Managing and improving relationship values through latest updates & development in market.
Ø Liaison with operations team to resolve queries and revenue generation.
Ø Comply with organizational guidelines and norms.
Ø Identifying, acquiring, developing and maintaining customer relationships
Ø Maintaining up to date knowledge of competitor activity, products and services.
Credentials:
Should have Excellent Communication Skills and Convincing Power. ; Should be able to Good at Computer
Job Type: Full-time
Pay: ₹8,000.00 - ₹12,000.00 per month
Schedule:
Morning shift
Key Responsibilities areas:
Ø Explain and cross selling of the products to the customers - product offers / benefits
Ø Promoting all the financial products of the company products
Ø Taking regular customer follow-up
Ø Taking feedback - mails/phones ( communication channel)
Ø Branding of the financial products Ø Maintaining the register for the same.
Ø Preparing MIS of all calls.
Ø Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
Ø Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth -Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.
Ø Procuring the potential clients through networking, database, market analysis and references.
Ø Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Ø Managing and improving relationship values through latest updates & development in market.
Ø Liaison with operations team to resolve queries and revenue generation.
Ø Comply with organizational guidelines and norms.
Ø Identifying, acquiring, developing and maintaining customer relationships
Ø Maintaining up to date knowledge of competitor activity, products and services.
Credentials:
Should have Excellent Communication Skills and Convincing Power. ; Should be able to Good at Computer
Job Type: Full-time
Pay: ₹8,000.00 - ₹12,000.00 per month
Schedule:
Morning shift
💡 Quick Summary
Seeking a career-building opportunity? The Tele Caller Executive position is now open for candidates interested in the Operations Executive Jobs sector. This role in Ranchi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
