Sr Officer - Client Connect - Wealth - Segment - Mumbai - Lodha (I-Think Techno Campus)
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Key details
- Location
- Mumbai, MH, India
- Work style
- Onsite
- Level
- Senior
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 2w ago
About the role
Job Purpose
Customer acquisition through tele sales, calling wealth potential customers and create opportunities for wealth relationship team to acquire customers
Main Accountabilities
• Manage out bond Call ensure business objectives
• Drive output on leads from wealth business teams
• Achievement of sales & business targets of the unit
• Ensure & maintain compliance & regulatory requirement
• Ensure tracking and effective utilization of data
Qualifications: Graduate/ Postgraduate in any discipline. MBA in Finance/ Marketing will be added advantage