Relationship Manager Sales Insurance/mutual Funds/casa/investments/loans/real Estate (2 5 Yrs) Anywhere In India/multiple Locations/kolkata/ranchi/patna/uttarakhand/varanasi/banaras/moradabad,ali (b2c/retail/channel Sales)
Job Description
Job Responsibilities :- Service through relationship management- Establishing and strengthening relationships with the allocated customer base.- Sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.- Ensure retention of in his/her allocated" book of relations" (existing customer database).- Act as a single point of contact for customers for any customer query/complaint.- Identifying financial goals of customers and providing financial planning assistance.- Competition Analysis for giving professional advice to the customer- Fix self appointments every day 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 - Basic Computer Knowledge.- Good communication skills- English and regional language (ref:updazz.com)
updazz .com
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Job Detail
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Job IdJD3120864
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationIndia, India
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EducationNot mentioned
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ExperienceYear