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
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 22-38years
Employement Category:
Employement Type: Full time Industry: Insurance Role Category: Sales / BD Functional Area: Not Applicable Role/Responsibilies: S.R Relationship Manager