Recruitment Specialist at Rekrut India Private Limited
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Relationship Manager - Sales - Mutual Fund/Insurance (4-9 yrs)
Maintain Daily Sales Report
- CH 106 and CH 104 Calling
- Structured bundled offering of Products and
Services to the customer within the defined time line
- Ensure quality new acquisition on SA and CA for Resident/Non Resident
- Walk Ins
- Portfolio
- Referrals
- Friends
- Associates
- Family members
- Attrition control
- Includes persuading the customer to continue and if required renew FDs
- Deepen by cross selling - sticky products- like Demat, Bill Pay, Advisory.
- Ensure quality of relationship while flagging. Should be capable of maintaining eligibility
- Regular customer contact to establish needs of the customer and opportunities to cross-sell
- Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite
- Ensure that the marketing analytics list on possible attrite, is called and retained
- Penetration of Saving Accounts on non liability customers
- Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it
- Utilizing the sales resources (BDR/COEX) for optimal sales support
- Penetration of FD to unique customers
- Using Data-mine for cross-selling
- Sales of various Credit Cards
- Activation
- Pitch for enhancement of limits
- Promote active usage of credit cards
- Ensure that the customer avails of addon card for his family members
- Sales of Third Party Products to the customers MF/Insurance/RBI Bonds
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