Institutional Sales

Institutional Sales

Motilal oswal
8-11 years
Not Specified

Job Description


Job Description :
To achieve Inflow target,SIP Target ,Activate dormant Accounts (clients),Acquire New Clients,Make Relationship call to existing clients and build rapport to get new business and provide investment advice,Up sell and cross sell,Generate Business from external reference.,Handle sales queries which comes from Customer Care Team,Handle IVR call back request,Meet walk in client for sales,Communicate with clients over the phone and mail,Update sales activities in LMS by adhering to defined process,Prepare MIS for daily activity. ,Report MIS daily,Attend con calls, call room training, fund manager sessions to update themselves

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