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Job Information

  • Employee Type:

    Full Time Jobs

  • Contact Person:

    Ankita Patel

  • Contact:

    9329931736

  • Location:

    Mumbai

  • Job Position:

    Pre Sales Executive

  • Experience

    1 to 4 Years

  • Qualifications:

    Any Graduate

  • Salary:

    ₹100000 - ₹ 400000

  • Date posted:

    10-Jul-23

Pre Sales Executive

Insight Cosmetics

Mumbai

Job Description:

  • Roles and Responsibilities.
  • Achieve sales targets and providing Customer service.
  • Relationship Management for a Portfolio of customers.
  • Responsible for Cross Sell & enhancing relationship with existing customers.
  • Selling of Investment products like Mutual Fund, Insurance & Current account & Saving accoun
  • Achievement of portfolio parameters
  • Meet the defined objectives of the Portfolio managed by respective Imperia -VRM Sales
  • Right, cross-sell of products basis profiling and engagement.
  • Penetration of products across groups.
  • Sales across all product segments-TPP, Assets, Cards etc.
  • Acquiring & amp; grouping of all related IDs of the Primary ID.
  • Use of triggers to track the maturity of FDs, movement of CASA balances etc and prevent outflow.
  • Ensure Staff is trained on product knowledge and requisite certifications.
  • Income to be generated at a customer level.
  • Interaction Quality:
  • Achieve Quality benchmarks defined from time to time.
  • Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
  • Audit and Service Quality:
  • Ensure all laid down systems and processes are followed as stipulated by Audit and Senior Management
  • Ensure accurate and timely submission of financial transactions. & amp; requests.
  • Adherence to set processes of updating customer interactions in CRM next.
  • MIS - Reporting:
  • Ensure timely submission of Customer base review/reports as requested by Central Team / Senior Managemen
  • ankita.patel@white-force.in
  • mob no.-9329931736