Chief Executive officer at Genesis Scada Solutions
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Relationship Manager - BFSI (1-4 yrs)
We have immediate openings with one of our client for the position of Relationship Manager
Requirements:
- Existing client retention which in turn contributes to revenue generation through sale of all kind of liability products [Life Insurance, Health, Motor and Mutual Fund loan etc.] to HNI/Retail Clients.
- Regular Portfolio Analysis & Financial Assessment of existing active and non-active clients.
- Client acquisition of new customers and client retention of an already existing client.
- Understand the financial need of every client and provide the relevant advice and proper Financial Planning.
- Regular follow ups (Daily/Monthly/Weekly) with the client to deepen the relationship and develop the trust.
SKILLS & KNOWLEDGE
1. Graduate / Post graduate with 1 to 2 yrs. exp in Direct Sales of Insurance product ( Life Insurance/Health Insurance/Motor Insurance/MF).
2. Should have good communication & presentation skills.
3. Should be a self-starter, proactive & target oriented.
4. Should possess strong networking & relationship building skills.
5. Should have a good command over financial products.
UG Qualification: Any UG Qualification
PG Qualification: Any PG Qualification
PPG Qualification: PPG Not Compulsory
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
