Deputy Manager @ Career Point Placement

Job Description

Responsibilities:

• Service through relationship management:
• Establishing and strengthening relationships with the allocated customer base.
• Ensure retention of in his/her allocated Book of Relations (existing customer database).
• Act as a single point of contact for customers for any customer query/complaint.
• Identify the financial goals of customers and provide financial planning assistance.
• Competition Analysis for giving professional advice to the customer
• Fix self appointments every day from the given customer database as per the campaign
• Sales:
• Focus on cross-sell & up-sell opportunities in allocated customers.
• Ensure successful completion of licensing as per MLI standards

Requirements:

• 1.5 - 2 years in sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months exposure to Life Insurance
• Must own a conveyance

Employement Category:

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Keyskills:   agent recruitment banking products business development agency sales life insurance lead generation bfsi sales insurance sales direct marketing direct sales