Establishing and strengthening relationship with the
allocated customer base.
Ensure retention of in his/her allocated \xe2\x80\x9dBook of
Relations\xe2\x80\x9d (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
Sales
Focus on cross-sell & up-sell opportunity in allocated
customers.
Ensure successful completion of licensing as per MLI
Requirements
1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 25-30 years
Must own a conveyance
Benefits
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