Relationship Manager - Banca Direct

• Target Achievement
• Drive sales and achieve targets by building relationship with Existing Customers & exploring Cross Selling Reference Selling opportunities.
• Ensure Renewal is collected to keep every policy live.
• Sales Process Management
• Tracking & diligently working on assigned customer base with end-to-end lead management & servicing the customers.
• Generating References through every customer interaction.

2. What are the roles deliverables/goals

QUALITATIVE Achieving sales targets

Service every mapped customer to explore Cross Sell opportunity.

Generating Reference for new customer acquisition during customer call.

QUANTITATIVE Achievement of Monthly QuarterlyHalf yearly and Annual Sales Target