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For Employers

Relationship Manager

Kapil Consultancy Recruitment Services Pvt Ltd.

0 - 4 years

0 Lacs

navi mumbai mumbai city rajkot bharuch surat

Posted:4 days ago| Platform: Shine logo

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Skills Required

development direct sales business agency channel agent recruitment bfsi sales credit cards banking products loans insurance sales life insurance manager

Work Mode

On-site

Job Type

Full Time

Job Description

JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).

KEY RESPONSIBILITIES

Service through relationship management Establishing and strengthening relationship with the allocated customerbase. Ensure retention of customers in his/her allocated Book of Relations(existing customer database). Act as single point of contact for customers for any customerquery/complaint. Identify financial goals of customers and providing financial planningassistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per thecampaignSales Focus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standards.

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Kapil Consultancy Recruitment Services Pvt Ltd.

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