Recruiter at TekPillar Services Pvt Ltd
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Relationship Manager - Sales - BFS (2-3 yrs)
Roles and responsibilities :
- Growing current clients' accounts; identifying and developing new business opportunities. coordinating and executing all business development activities in a timely manner.
- Documenting the sales process and closing; producing proposals and presentation materials.
- Assisting the sales team with all facets of the sales process; managing customer associations.
- Persuade potential clients to have a phone conversation or meet in person to discuss investment products.
- Provide customers with advice on the financial investment strategies that are most appropriate for their needs.
- Research and source potential customers and develop long-term relationships with them.
- Distribute approved policies to new clients and explain the benefits and dangers of the policy. Tailor insurance packages to suit specific consumers.
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