Relationship Manager - Direct Marketing

Job Description

Identify & conduct daily sales calls for financial planning sessions with clients Acquire customers and generate the targeted amount of premium Deliver Complete Product Information to Customers Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity Cross sell and upsell products to existing customers & build portfolios Manage the relationship with customers to ensure persistency & renewals Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture Ensure the delivery of all S&D and financial KPI defined for the role Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company Interview Venue : Second Floor, SCO - 138, Sector - 13 Main Market Karnal, Haryana - 132001 Interview Date : 22nd Jan'25 Contact Person - Mr. Angad (RSM) Regard's Pardeep Rana 9888736687