Relationship Manager Jobs in Bareilly

CRPL

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