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( DELHI
, NEW DELHI
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We at Elixir pride ourselves at being one of the premier HR consultancies, which strives to bring talents to the global competitive market environment. We help you shape your career to your desire and choice
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RELATIONSHIP MANAGER
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( DELHI
, NEW DELHI )
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Job
Description : |
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Providing financial planning services to High Networth Individuals (HNI). Provide investment advisory services, continuously review and update customers on their portfolio
Business development through general banking services. Offer retail liability and asset products of the bank to our clients which includes CASA,TD, Trade, MF, Insurance, PMS, Brokerage Service, IPO Financing, Real Estate, Commodities, Capital Guaranteed structured Products and other asset products. Also cross-sell non-banking services to ensure that the customer’s entire financial need is taken care of.
Responsible for the full sales process from prospecting to conversions from the targeted customer segment. I am responsible for acquiring, deepening, retaining, cross- selling and up-selling the bank’s wealth management products to high net worth individuals.
Contributing to overall productivity by introducing fresh and prospective clients.
Involved in investment advisory and financial planning services for our premium cardholders. The process involves cross selling of accounts, deposits, trade, forex services, third party mutual funds, insurance products and assist in travel related needs to a premium client group.
Establishing and managing an out-bound telecalling unit.
Job Location: Delhi, Noida |
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Job
Type :
Not available |
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Job
Category :
Software/Hardware/EDP |
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Pay
Rate :
As Per The Company Norms |
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Skills
Required : |
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EXPERIENCE IN INSURANEC SALES |
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Qualification
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B.A, B.B.A, B.Com, MBA |
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Career
Level :
Senior Management |
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Experience
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Minimum 3 Years-Maximum 5 Years
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Other
Informations : |
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Not Available
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Contact
Information : |
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Aprajita Alexander
Consultant-BFSI
Elixir Web Solutions
F-24 Ist,IInd & IIIrd Floor Kalkaji New Delhi-110019
Ph No- 41328981
E-Mail- aprajitaa@e-lixirweb.com
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Reference : |
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Not Available
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Reference ID:
Not Available
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