NRI-VRM

About the role

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What you'll do

• Interact regularly with customers to build rapport and understand profiles
• Achieve MTD and YTD revenue targets
• Enhance portfolio value and achieve top-line targets for products like LI and MF
• Acquire new customers meeting product criteria and flag them on the system
• Operations, Marketing & Processes

What you need

• 1–7 yrs of experience
• Treasury
• Sales
• Insurance
• Portfolio management
• Cross-selling
• Customer service
• Any graduate

Good to have

• CRM
• HTML