Job Description

KEY RESPONSIBILITIES
Service through relationship management

• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of his/her allocated" Book of Relations" (existing customer database).
• Act as single point of contact for customers for any customer walk-in/query/complaint.

• Identify financial goals of customers and providing financial planning assistance.

• Competition Analysis for giving professional advice to customer
• Fix self-appointments every day from the given customer database as per the campaign

Sales

• Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

KEY RESPONSIBILITIES
Service through relationship management

• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of his/her allocated" Book of Relations" (existing customer database).
• Act as single point of contact for customers for any customer walk-in/query/complaint.

• Identify financial goals of customers and providing financial planning assistance.

• Competition Analysis for giving professional advice to customer
• Fix self-appointments every day from the given customer database as per the campaign

Sales

• Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins