Imperia RM-VRM

About the role

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What you'll do

• Engage with 500-600 portfolio customers as per contact policy
• Promote digital banking services for superior customer experience
• Deepen relationships by cross-selling products like Demat, Bill Pay, and Advisory
• Monitor large account movements and ensure customer retention
• Achievement of Portfolio Parameters

What you need

• 1–7 yrs of experience
• Sales
• Cross-selling
• MIS reporting
• Audit
• CRM
• Reporting
• Any graduate

Good to have

• HTML