job summary:
direct customer service and sales to existing mli customers through relationship building. the existing customer database will be provided by the company (called the book of relations- bor).
key responsibilities:
• service through relationship management:
• establishing and strengthening relationships with the allocated customer base.
• ensure retention of his/her allocated book of relations (existing customer database).
• act as the single point of contact for customers for any customer query/complaint.
• identify the financial goals of customers and provide financial planning assistance. competition analysis for giving professional advice to customers.
• fix self-appointments every day from the given customer database as per the campaign.
sales:
• focus on cross-sell & up-sell opportunities in allocated customers.
• ensure successful completion of licensing as per mli standards.
job type: permanent
education: any specialization
industry: insurance
functional area: sales, retail, business development (sales / bd manager)
Experience
2 - 4 Years
No. of Openings
01
Education
Any Bachelor Degree
Role
Relationship Manager
Industry Type
Insurance / Claims
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office