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29/07 Shubhra Mukherjee
Founder at Alpha HR

Views:64 Applications:18 Rec. Actions:Recruiter Actions:6

Relationship Manager - Sales/Customer Service - Insurance (3-4 yrs)

Anywhere in India/Multiple Locations/Ranchi/Patna/Howrah,Aligarh,Moradabad,Kolkata,Alahabad,Gaya,Hal Job Code: 285226

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)

Sales :

- Focus on cross-sell & up-sell opportunity in allocated customers.

- Ensure successful completion of licensing as per MLI standards

Desired qualification and experience :

- 2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

- Age Bracket : 25-30 years

- Must own a conveyance

- Must own or buy a TAB

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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