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15/05 Anand Singh
Recruiter at TekPillar Services Pvt Ltd

Views:2 Applications:1 Rec. Actions:Recruiter Actions:0

Manager - Branch Relationship - Insurance (2-5 yrs)

Maharashtra/Kolhapur,Sangli Job Code: 325807

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.

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