Relationship Manager

CRPL

Job Description:

Direct customer service and sales to existing MLI customers through relationship building. The company will provide the existing Customer database (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 a single point of contact for customers for any customer query/complaint.

• Identifying the financial goals of customers and providing financial planning Assistance.

• Competition Analysis for giving professional advice to customers.

• Fix self-appointments daily from the given customer database per the campaign.

• Team Development (Subject to assessment).

Sales:

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

• Ensure successful completion of licensing as per MLI standards.

Job type: Permanent

Gender: Both

Age Limit: 25-30 Years

Experience: 2-4 years

Salary: INR 4,40,000 - 4,80,000 PA

Qualification: Any Specialization

Candidate Profile:

• - years in sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.

• Age Bracket: 25-30 years

• Must own a conveyance

• Must own or buy a TAB

• Major for the female candidates required.

Industry: Insurance

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

• Experience

  2 - 4 Years

• No. of Openings

  03

• 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