Job Details

Job Title

Relationship Executives

Location

Gurgaon

Key Accountabilities

• Drive revenue goals through Sales of Wealth Management products on phone to Existing / New Customers
• Work closely with Regions / RM's to drive high conversions in line with targets
• Providing quality customer service to client queries, requests and complaints.
• Handling equity client's queries and assisting the customers on calls.
• Coordination with linkages for end to end sales process.
• Making outbound calls to prospects / Existing customers to sell (Life Insurance, General Insurance and Equity A/C) on phone
• To achieve minimum benchmark for daily outbound calls and monthly sales targets.
• X-sell and Relationship deepening on existing clients
• Act as an effective back up for Dealing operations resources and accomplish targets on client activation / trading

Education

• Graduate in any discipline. MBA's would be preferred.
• Knowledge of MS-Office.
• Good Communication Skills and knowledge of one or more regional language is preferred

Professional Experience /
Skill Required

At least 2 years of experience in selling Financial services products. Fresh MBA's from reputed institutes may be considered

Competencies Expected

• Working knowledge of computers and MS Office in a LAN environment
• Self Motivated, Target Oriented and Sales focused.
• Knowledge of Insurance and Equity market would be preferred.