KEY RESPONSIBILITIES
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his/her allocated book of relations (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards

Keyskills: sales direct sales field sales cold calling