Customer Relations

4 days ago

Anna Nagar Chennai Tamil Nadu, India Sakthi Financial Services Full time

**Industry**:Banking and Financial Services

**Products/ Services**: Lockers, Deposits, General and Life Insurance, Mutual Funds
- Represent SFSL, its values and vision to all prospective customers and present our services
- Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits
- Meeting Productivity targets as assigned by the Organization on month-on-month basis.
- Cross-Sell and Up-Sell to existing clients
- Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis.
- Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
- Maintain customer relations & ensure post sale needs of customers are met.
- Ensure strict adherence to policies and procedures.
- Organize marketing activities or events to raise brand awareness.

**Requirements**:

- Presentable and multi-tasking skills
- Outstanding communication and interpersonal abilities
- A team player with a customer-centric approach
- Basic Selling Skills
- Knowledge of basic marketing techniques and principles
- Local language proficiency and mobility.

**Compensation**: Basis industry standards and last drawn salary

**Education**: UG: Any Graduate - Any Specialization, PG: Any Graduate - Any Specialization

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