Immeidate Joiner Required

Role & responsibilities

Service through relationship management

• Establishing and strengthening relationship with the allocated customer

base.

• Ensure retention of customers in his/her allocated Book of Relations

(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 standards

Preferred candidate profile

• 6 months Minimu in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

• Age Bracket: 20-35 years

• Must own a conveyance

• Good communication skills

Diya Kapoor

8766064952