Relationship Manager

4 weeks ago


howrah, India Augmented Resourcing Pvt. Ltd. Full time

Dear Candidate,


We are hiring for sales professionals for our premium client in the INSURANCE Sector.



Position- AM/DM/RM

Reporting - Area Relationship Manager

Location - Howrah/kolkata/Asansol/Allahabad



KEY RESPONSIBILITIES:


Service through relationship management

Establishing and strengthening relationships with the allocated customer

base.

sales of Insurance/ Mutual Funds/ CASA/ Investments/ Loans/ Real Estate.

Ensure retention of in his/her allocated book of relations (existing

customer database).

Act as a single point of contact for customers for any customer

query/complaint.

Identifying financial goals of customers and providing financial planning

assistance.

Competition Analysis for giving professional advice to the customer

Fix self appointments every day from the given customer database as per the

campaign

Team Development (Subject to assessment)

Sales

Focus on cross-sell & up-sell opportunity in allocated customers.

Ensure successful completion of licensing as per MLI standards

Basic Computer Knowledge.


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