Outlook, Excel, Ms Office, NSE, Word, Basic knowledge of the Indian Stock Market, Bse, Trading Accounts, Demat Accounts, crm software

lead qualification , Aif, financial advisory support, CRM Tools, email communication, Client Management, Customer Interaction, investment products, Equity PMS

Knowledge of banking products and services, Problem-Solving Abilities, Communication, Sales and Negotiation Skills, Financial Acumen, Client Relationship Management

Loan Portfolio Management, Market and Industry Knowledge, Report Preparation and Presentation, Financial Analysis, Stakeholder Collaboration, Negotiation Skills, Client Relationship Management, Regulatory Compliance, Cross-selling Techniques, Credit Risk Assessment

Upselling/Cross-selling, Client Relationship Management, Sales Strategy, Product Knowledge, Business Development

Microsoft Excel, Digital Marketing Fundamentals and Lead Conversion, Contract and Documentation Management, Cross-selling and Up-selling Techniques, Sales Performance Analytics, Customer Onboarding and KYC Processes, Lead Generation and Lead Qualification, Customer Service and Complaint Resolution System, customer lifecycle management, Customer Relationship Management CRM tools, sales pipeline management, Renewal and Retention Management, Stakeholder and Channel Partner Management, Business Development and Market Analysis, Data Analysis and MIS Reporting, Financial Product Knowledge, Revenue and Target Tracking, Microsoft Powerpoint, Digital Sales and Online Customer Acquisition, Sales Forecasting and Reporting, Account and Portfolio Management

Customer Relationship Management, Mortgage Sales, Sales and service orientation