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S.R Relationship Manager

1.00 to 6.00 Years   Nagpur   19 Mar, 2024
Job LocationNagpur
EducationNot Mentioned
SalaryRs 2.0 - 4.0 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    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
    • 2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
    • Age Bracket: 22-38years

Keyskills :
cross sellingdemat accountscurrent accountdirect salescasa salesloan saleslife insurancebanking products

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