Customer Relationship Manager Job Vacancies in Karur

Key Accountabilities 1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company. 6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.

Relationship Officer/Relationship ManagerField SalesJob SpecificationDesignation: Relationship OfficerExperience: 1-2 yearsFunction/Department: Field SalesLocation: Tamil Nadu Erode Karur Salem CoimbatoreJob Description:Responsible to achieve Sales targetShould be ArticulateFluent in local language & little bit EnglishSourcing MSME customers through cold calling in the local marketsMust possess Basic Computer skills2-wheeler is a must

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.* Sources new bank customers through external individual efforts and acquisition channels.* Cross-sells bank products to the existing set of Branch customers which are mapped.* Informs customers of new products or product enhancements to further expand the banking relationship.* Plans and conducts special sales initiatives and events for prospective and existing clients.* Coordinates with other group companies to provide seamless access to other products.* Maintains complete relationship records for assigned customer accounts.* Tracks customer complaints/queries and turnaround times for customer satisfaction

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.* Sources new bank customers through external individual efforts and acquisition channels.* Cross-sells bank products to the existing set of Branch customers which are mapped.* Informs customers of new products or product enhancements to further expand the banking relationship.* Plans and conducts special sales initiatives and events for prospective and existing clients.* Coordinates with other group companies to provide seamless access to other products.* Maintains complete relationship records for assigned customer accounts.* Tracks customer complaints/queries and turnaround times for customer satisfaction