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| Job Location | Chandigarh |
| Education | Not Mentioned |
| Salary | Rs 1.0 - 3.0 Lakh/Yr |
| Industry | Banking / Financial Services |
| Functional Area | Equity ResearchSales / BD |
| EmploymentType | Full-time |
Position: - CSO (Customer Sales Officer)Channel: - SPARC - Service Points As a Revenue Channel - This is not Banca/Direct/Agency channelSalary: - Rs 3.5 Lacs Per Annum + IncentivesJob Summary: -This position will be responsible for existing customer service, retention and sales to existing customers through relationship building. All leads of existing customers of will be provided.Key Responsibilities: -(A) Cross Sell / Up SellWork on every lead of existing customer of allocated from HO teamIdentify financial goals of existing customers and provide financial planning assistancePitch products as per need of the customer (existing customer)Convert leads into new sale(B) Customer Service/Retention Through Relationship Management (existing customers)Establishing and strengthening relationship with allocated customer baseCollection of due premium from customersCollection of additional document requirement related to reinstatementGenerate interest of the customer to buy another product post providing proper service
Keyskills :
bancassuranceagency sales agency developmentsales marketingfield work life insurancemutual funds