Relationship Manager Jobs in Bareilly

CRPL

JOB SUMMARY:

Direct customer service and sales to existing MLI customers through relationship building. The existing Customer database will be provided by the company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES:

• Service through relationship management:

• Establishing and strengthening relationships with the allocated customer base.

• Ensure retention of his/her allocated Book of Relations (existing customer database).

• Act as the single point of contact for customers for any customer query/complaint.

• Identify the financial goals of customers and provide financial planning assistance. Competition Analysis for giving professional advice to customers.

• Fix self-appointments every day from the given customer database as per the campaign.

SALES:

• Focus on cross-sell & up-sell opportunities in allocated customers.

• Ensure successful completion of licensing as per MLI standards.

Job Type: Permanent

Education: Any Specialization

Industry: Insurance

Functional Area: Sales, Retail, Business Development (Sales / BD Manager)

• Experience

  2 - 4 Years

• No. of Openings

  01

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office