MIST IT Services Pvt. Ltd.
Website:
mistitservices.com
Job details:
The purpose of the job is to be responsible for acquiring and managing corporate relationships for Wealth vertical including Corporate NPS & the Financial Wellness program from the open market and internal synergies. The person will be responsible for Business Development, Corporate Relationship Onboarding, Nurturing Onboarded Relationships within the Corporate employee universe. The role requires excellent inter-personal skills in dealing with C-level and senior personnel, understanding of financial planning, NPS and comparable investment products (like Mutual Funds, Insurance, PPF etc), and a commitment to deliver exceptional client service.
Client Acquisition and Relationship Management:
• Identify and build Corporate opportunity for NPS and financial wellness offerings across Corporate segments in the assigned geography – Large, Mid, Small Corporates & others
• Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform
• Manage, Train & Service corporate stakeholders throughout the lifecycle of the NPS process
• Deepen an onboarded corporate relationship by increasing employee penetration and increasing per corporate NPS corpus
• Drive acquisition channels by leveraging business presence in the assigned geography
• Collaborate with internal team’s to drive synergy in acquiring corporates and wealth business opportunities from their existing relationships
• Acquire new accounts from the Group. Leverage existing Group relationships and collaborate with internal stakeholders to achieve this
Marketing and Engagement:
• Implement Marketing and Communication plan for managed Corporate relationships
• Drive awareness initiatives across all key touch points
• Create and execute innovative engagement activities to drive employee registrations at existing corporate relationships
• Collaborate with the internal teams such as operations and compliance as well as external stakeholders
Product Expertise:
• Be thoroughly informed of NPS product and its operations(Digital and Physical), in order to provide expected service standards
• Stay up-to-date with industry trends, customer profiles, economic developments, and regulatory changes that impact financial products and its subscribers
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