Assistant Manager

Job Description

KEY 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