•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
Planning, Forecasting and Meeting Sales and downstream business targets: -Ensure periodic (Monthly & quarterly)sales projection - dealer wise / model wise for the territory using seasonality /market trends / pipelines / bulk deals etc. - BTL /ATL Plan and execution towards the results and review mechanism by weekly PDCA -Monitor the enquiry generation thru various sources and drive improvements in conversion ratios which thus increases the pipe
Planning, Forecasting and Meeting Sales and downstream business targets: -Ensure periodic (Monthly & quarterly)sales projection - dealer wise / model wise for the territory using seasonality /market trends / pipelines / bulk deals etc. - BTL /ATL Plan and execution towards the results and review mechanism by weekly PDCA -Monitor the enquiry generation thru various sources and drive improvements in conversion ratios which thus increases the pipe
Planning, Forecasting and Meeting Sales and downstream business targets: -Ensure periodic (Monthly & quarterly)sales projection - dealer wise / model wise for the territory using seasonality /market trends / pipelines / bulk deals etc. - BTL /ATL Plan and execution towards the results and review mechanism by weekly PDCA -Monitor the enquiry generation thru various sources and drive improvements in conversion ratios which thus increases the pipe
Planning, Forecasting and Meeting Sales and downstream business targets: -Ensure periodic (Monthly & quarterly)sales projection - dealer wise / model wise for the territory using seasonality /market trends / pipelines / bulk deals etc. - BTL /ATL Plan and execution towards the results and review mechanism by weekly PDCA -Monitor the enquiry generation thru various sources and drive improvements in conversion ratios which thus increases the pipe
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