Relationship Executive

Relationship Executive

Waytogo Consultants Private Limited
Vijayawada
2-6 years
Not Specified

Job Description

Client acquisition, Equity sales , Client relationship management , upscale third party products
To generate fresh leads and acquire clients through reference to shore up the clientele
Acquire client for Demat Account
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling THIRD Party products
Enhancing and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan & financial advice to the client
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
Selling Insurance products like Life , Health, General

WAYTOGO Consultants Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection and specialist staffing to training, consulting and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufacturing domains.
WAYTOGO Consultants Pvt Ltd has been set up and managed by professionals having more than 30 years of Industry experience in Banking & Financial Services Industry.
In a short period of time, the company has expanded very fast and has garnered a substantial market share in the hiring space for the financial services industry.
Presently we have our offices in Kolkata, Goa and Pune.

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