Recruiter at TekPillar Services Pvt Ltd
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Key Relationship Manager - Sales - Insurance (2-3 yrs)
Roles and responsibilities :
- Conduct regular customer profile analysis and identify cross-selling opportunities, and conduct sales presentation
- Actively participate in marketing and promotional programs to acquire new business
- Solicit referrals from existing customers or other staff
- Provide financial planning services to high-net-worth customers
- Develop need-based financial plans for individual customers
- Participate in customer activities and retention programs to maximize customer loyalty
- Analyze and monitor market trends and performance of customers- investment portfolios
- Provide customers with regular market information updates and trend analysis.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
