Relationship Manager - Financial Services (2-10 yrs)
Financial Relationship Manager
- To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company
Key Responsibilities :
- To direct sell to the customers via appointments ( Office/ Home visits).
- To ensure that leads/ appointments allocated by the call center are attended and revenue is generated
- To ensure Self Sourcing Targets are achieved
- To ensure business Reporting, MIS on sales call ( LMS), Lead Utilization and conversion are updated and maintained on a daily basis
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