29/07
Shubhra Mukherjee
Founder at Alpha HR
Founder at Alpha HR
Views:61 Applications:18 Rec. Actions:Recruiter Actions:6
Relationship Manager - Sales/Customer Service - Insurance (3-4 yrs)
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.
