Sr Officer - Client Connect - Wealth - Segment - Mumbai - Lodha (I-Think Techno Campus)

Mumbai, MH, India3d ago

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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