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Relationship Manager - Direct Channel

TekPillar

1.0 - 6.0 years

1 - 4 Lacs

Guwahati, Kolkata, Cuttack

Work from Office

Join us as a Relationship Manager where you will be the face of the company for our direct customers. This role is perfect for a sales professional who excels at building long-term trust and providing financial solutions through a consultative approach. Key Responsibilities: Warm Lead Management: Efficiently manage and convert high-potential leads provided by the companys internal database. Portfolio Growth: Upsell and cross-sell life insurance products to existing customers. Client Advisory: Conduct financial need analysis for clients and recommend suitable insurance plans. End-to-End Service: Hand-hold the customer from the first meeting through the documentation and medical process. Who w...

Posted 2 weeks ago

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Credit Analyst

Firstsource

2.0 - 7.0 years

Bengaluru

Remote

We're Hiring! Broker Service Officer / Credit Analyst Australian Mortgage Position Title: Broker Service Officer / Credit Analyst Department: Australian Mortgage Person Specification, Competencies, and Attitudes * Exceptional customer service skills with a friendly and professional * Proactive and able to take necessary actions and make decisions to meet objectives and deadlines. * Strong problem-solving skills with the ability to work independently and proactively. * Capable of working autonomously with minimal supervision. * Strong attention to detail when reviewing important documents, identifying errors, ensuring compliance, and maintaining high accuracy through meticulous validation. We...

Posted 2 weeks ago

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