Ramesh Jaiswal Email and Phone Number

* Advising HNI/Ultra HNI clients on commodity product* Individually handling clients with the book size of 25 lacs & above* Creation of revenue & Activation of clients through effective Advisory

* Trading on behalf of clients, Placing orders on terminals* Pitching our research ideas to customers* Building relationships with clients & educating them about Investments* Client meetings directly and joint meets along with Bank PBG RM`s* Handling customer Queries, Guiding customers for trade related queries* Client Acquisition as per targets and cross selling of 3rd party products (PMS, AIF, Mutual Fund, Insurance, FD, CFD, Bonds etc)

* REVENUE GENERATION - Responsible to generate brokerage primarily through advising clients on their portfolio.- Responsible to acquire new Clients from the Market.- Ability to cross sell third party products like Motor Insurance, Life insurance, Health insurance, SIPs, Mutual Funds, PMS etc.* CLIENT NETWORK DEVELOPMENT - Develop and maintain a long-term relationship with customers and maintain a high level of retention of client base.- Focus on generating new business and build client network.* COMPLIANCE - Maintain high level of compliance as per company norms.

* The Senior Relationship Manager / Manager will be responsible for acquiring HNI clients (HNI/Ultra HNI )* Maintaining client relationships and generate AUM from preferred clients.* Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients* Managing the High Net Worth customers base* Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships* Profiling Customers and provide financial products to meet customer needs* Ensuring the highest levels of service to the High Net Worth customers* Providing financial planning & Investment Advise* Sales targets spread across NR/ Resident Equity a/c, Assets [LAS], Mutual Fund, Ignite [Education ] PMS, Insurance, Loans etc* One point contact for all requirements of High Net Worth customers in the Branch* Acquisition & Servicing of High Net Worth customers

* Generating sales leads through Financial Consultants and Advisors by up selling and cross selling of product mix* Branch Development through recruitment and social networking skills* Recruit / Train Financial Consultant and Advisor’s

* To identifies new business opportunities and potential customers/ clients from natural market then to generate revenue through them for Channel Sales by selling life and general insurance products, mutual fund and other investment etc* To work in close coordination with the Zonal Head / Vice President and other team members.-Achievement of Revenue numbers through Business Development-Customer Acquisition Function-Market Mapping-Building a sustainable Sales pipeline-Relationship Management with Clients-Building strong network within Insurers-Representing RFL Insurance Brokers among Franchisee/ POS -Collaborating with team to support the regions for achieving the target numbers* To ensure meeting monthly and yearly business plan of POS onboarding number and their activation through sales of any line of insurance product* To actively participate in the LAP (Local Area Programs) that the Branch manager organizes and play an active role in sourcing accounts/leads* To obtain references from existing customers, other internal teams for approaching potential customers & to report daily MIS and tracking of targets & personal meeting with clients by keeping abreast of the latest developments & report to the Products/ Quotes team of the upcoming client requirements to innovate the product/service mix* To undertake financial needs analysis, risk profiling & to develop a risk assessment for the corporate customers interested in offering* To liaise with the Claims team for effective survey and claims processing for the various claims raised by clients on an ongoing basis to ensure effective TATs* Planning & Implementation of the marketing plans in lines of property, liability, employee benefits insurance programs, etc* Update knowledge by participating in programs on Insurance mandated by IRDA; reading professional publications; maintaining personal networks; participating in professional organizations

* Achieving and exceeding productivity, RYP & FYP targets as set by manager. Sales targets may be revised periodically based on business requirements* Acquiring new customers through natural market or references* To Up- sell & Cross Sell the existing base of customers allocated* To ensure timely issuance of policies by resolving pending

* TAT adherence for updating System - CRM Next by Successful completion of cross-sell/ up-sell Business Goals month on month & Collection of payment/ premium from 91-180 days due policies. Also, Complaint Resolution/ Customer satisfaction & Achievement of Retention Targets by > 45 unique customer meetings in a month. More than 90% attendance of total working days & Successfully score >=80% in the Functional Trainings imparted* To ensure Service through Customer Relationship Management next (CRM next) by Establishing and strengthening relationship with the allocated client/ customer base by generating self appointments everyday from the given customer database as per the lead campaign* Direct customer service and sales to Max Life Insurance loyalty customers/ clients and their referral through relationship building with Existing Customer database which are provided by company called the Book of Relations- BOR* To Identify financial goals of customers and providing financial planning assistance; Competition Analysis for giving professional advice to customer & Act as single point of contact for customers for any customer query/complaint* To Cross sell/ Up sell acquisition on Max Life Insurance database of loyalty clients which are provided from the company and Generating referral leads through existing clients base by building rapport and relationship with the clients/ customers* To ensure Need based product pitching and focus on all product categories by Closing Sales and follow up on issuance. Educate the Clients/ Customer about the product and its Feature, Advantage, & Benefits. Also, Cold calling to arrange meetings with potential* To Coach and mentor 1/2 colleagues from Hierarchy under with inputs from his/her immediate supervision such as training, skill & development through which his/her business score will complete the goalsheet provided by the company

* To ensure all leads/ prospects generated are met and life insurance product sales are closed with these generated leads/ prospects* To create a greater database of prospective clients and fulfill targets in this regard as set your superior* To coordinate and self source prospective customers to whom life insurance products can be sold* Prepare and present the sales Illustrations to the prospective client and explain the policy details as per client's requirement in to order convince him of the worth and value of the policy* To arrange for the required documentation and medical examination of the client* To regularly update the Mobile Tracker and daily sales report and to adhere to basic sales management process guidelines as laid down by the Organization* Supervise and coordinate the sales of policy* To report to the ESM/ SM/ SSM the periodic sales MIS, status of leads, policies sold and give regular market feedback* To ensure that sales complaints are minimal and are resolved within TATs, if any

* To ensure that manufacturing processes run reliably and efficiently thus Responsibilities of the job include- Planning and organizing production schedules- Estimating, negotiating and agreeing budgets and timescales with clients determining quality control standards- Overseeing production processes- Re-negotiating timescales or schedules as necessary- Selecting, ordering and purchasing materials- Organizing the repair and routine maintenance of production equipment- Liaising with buyers and marketing and sales staff, Supervising the work of junior staff• Providing samples to retailer and wholesaler counters and book order• Conduct market research to identify selling possibilities and evaluate customer needs• Actively seek out new sales opportunities through cold calling, networking and social media.• Set up meetings with potential clients and listen to their wishes and concerns.• Prepare and deliver appropriate presentations on products/ services.• Create frequent reviews and reports with sales and financial data.• Ensure the availability of stock for sales and demonstrations.• Negotiate/close deals and handle complaints or objections.• Proven experience as a sales executive or relevant role.• Fast learning, Passion for sales / Business Development, Self-motivated with a results-driven approach• Thorough understanding of marketing and negotiating techniques.*Accountability for the sales and gross profit results for marketing and sales activities* Identify and evaluate business-building and its opportunities by developing short/ mid-term marketing and sales* Oversee the wholesale distribution, and independent sales to expand the current distribution base* Ensure e-commerce business growth in both retail and wholesale channels through effective collaboration in the market