Relationship Manager

Amrit Consultancy

key responsibilities

service through relationship management

• establishing and strengthening relationship with the allocated customer base.

• ensure retention of in his/her allocated ”book of relations” (existing customer database).

• act as single point of contact for customers for any customer query/complaint.

• identify financial goals of customers and providing financial planning assistance.

• competition analysis for giving professional advice to customer

• fix self appointments everyday from the given customer database as per the campaign

sales

• focus on cross-sell & up-sell opportunity in allocated customers.

• ensure successful completion of licensing as per mli standards

measures of success

• tat adherence for updating system - crm next

• successful completion of cross-sell/ up-sell business goals month on month

• collection of payment/premium from 91-180 days due policies

• complaint resolution /customer satisfaction

• achievement of retention targets.

• > 45 unique customer meetings in a month

• more than 90% attendance (of total working days)

• successfully score >=80% in the functional trainings imparted

• Experience

  1 - 7 Years

• No. of Openings

  15

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office