Recruiter at TekPillar Services Pvt Ltd
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Manager - Branch Relationship - Insurance (2-5 yrs)
Roles and Responsibilities :
- Relationship Management with Clients:
- Build and maintain relationships with both current and future customers.
- Recognize the financial requirements of your clients and suggest appropriate banking services and products.
- Serve as the main point of contact for questions from clients and the handling of their problems.
Business Development and Sales :
- Reach sales goals for branches by advertising banking goods and services.
- Financial products like loans, mortgages, investments, and insurance can be upsold and cross-marketed.
- Find ways to increase the number of clients and bring in new business.
Excellence in Customer Service :
- Deliver outstanding customer service in order to improve client retention and satisfaction.
- Respond quickly and expertly to consumer concerns and questions.
- Make sure internal policies and regulatory requirements are followed.
Financial Guidance :
- Provide clients with financial guidance and advice based on their risk tolerance and financial goals.
- Make appropriate investment strategy recommendations based on your financial assessments.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
