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Relationship Manager @ Spar Business Services

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 Relationship Manager

Job Description

JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).

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KEY RESPONSIBILITIES

Service through relationship management 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 Fix self appointments everyday from the given customer database as per the campaign Team Development (Subject to assessment)

Sales

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

Ensure successful completion of licensing as per MLI standards.

Females Candidates Only

Desired qualification and experience

2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

Age Bracket: 25-30 years.

Must own a conveyance Must own or buy a TAB

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Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager

Contact Details:

Company: Spar Business Services
Location(s): Multi-City, India

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Keyskills:   insurance business development sales

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Spar Business Services

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