KEY RESPONSIBILITIES:
Service through relationship management
?Establishing and strengthening relationships with the allocated customer
base.
?sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.
?Ensure retention of in his/her allocated book of relations (existing
customer database).
?Act as a single point of contact for customers for any customer
query/complaint.
?Identifying financial goals of customers and providing financial planning
assistance.
?Competition Analysis for giving professional advice to the customer
?Fix self appointments every day from the given customer database as per the
campaign
?Team Development (Subject to assessment)
Sales
? Focus on cross-sell & up-sell opportunity in allocated customers.
? Ensure successful completion of licensing as per MLI standards
?Basic Computer Knowledge.
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- Experience1 - 5 Years
- No. of Openings10
- EducationAny Bachelor Degree
- RoleRelationship Manager
- Industry TypeInsurance / Claims
- Gender[ Male / Female ]
- Job CountryIndia
- Work Location TypeWork from Office