25/07
Ganesh
CEO at Augmented Resourcing Pvt. Ltd.
CEO at Augmented Resourcing Pvt. Ltd.
Views:42 Applications:20 Rec. Actions:Recruiter Actions:8
Relationship Manager - Sales - Insurance/Mutual Funds/CASA/Investments/Loans/Real Estate (2-5 yrs)
Job Responsibilities :
- Service through relationship management
- Establishing and strengthening relationships with the allocated customer base.
- Sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.
- Ensure retention of in his/her allocated" book of relations" (existing customer database).
- Act as a single point of contact for customers for any customer query/complaint.
- Identifying financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to the customer
- Fix self appointments every day 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
- Basic Computer Knowledge.
- Good communication skills- English and regional language
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
