Relationship Manager

CRPL

Job Description:

Direct customer service and sales to existing MLI customers through relationship building. The company will provide the existing Customer database (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 a single point of contact for customers for any customer query/complaint.

Identifying the financial goals of customers and providing financial planning Assistance.

Competition Analysis for giving professional advice to customers.

Fix self-appointments daily from the given customer database per the campaign.

Team Development (Subject to assessment).

Sales:

Focus on cross-sell & up-sell opportunities in allocated customers.

Ensure successful completion of licensing as per MLI standards.

Job type: Permanent

Gender: Both

Age Limit: 25-30 Years

Experience: 2-4 years

Salary: INR 4,40,000 - 4,80,000 PA

Qualification: Any Specialization

Candidate Profile:

- years in sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.

Age Bracket: 25-30 years

Must own a conveyance

Must own or buy a TAB

Major for the female candidates required.

Industry: Insurance

Functional Area: Sales, Retail, Business Development (Sales / BD Manager)

Experience : 2 - 4 Years

No. of Openings : 03

Education : Any Bachelor Degree

Role : Relationship Manager

Industry Type : Insurance / Claims

Gender : [ Male / Female ]

Job Country : India