1) Corporate Client Acquisition (major B2B marketing) 2) HNI & Corporate Segment lead Generation & conversion for Corporate Sales, PMS & Wealth Management 3) Corporate & PMS accounts investment planning & maintenance on profit generation basis 4) Gross revenue generation via major corporate & PMS accounts management & bulk investors 5) Corporate client renewal and retention 6) Efficient Management of corporate clients and PMS accounts.
Qualification:MBA Marketing / Finance
Experience:Min 1 year in financial advisory sector/Brokerage firm
Desired Profile:1) Excellent field marketing (B2B) skills 2) Excellent network of HNIs and Corporate connections 3) Good knowledge of share market and advisory 4) Proficient communication & presentation skills 5) Excellent convincing power 6) Bulk target oriented revenue generation.
Desired Candidate Profile Please refer to the Job description above
3MTeam Security Services Pvt. Ltd. 3Mteam Security Services Pvt. Ltd. is an emerging Global Business Conglomerate, incorporated by the proficient stock market veterans, after huge success in many different models of technical and Fundamental Research.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases