Relationship Manager
3 days ago
HNI Customer Management
• Develop and maintain strong relationships with HNI clients.
• Provide personalized financial advice and solutions to meet the unique needs of HNI customers.
• Ensure high levels of customer satisfaction and retention.Cross-Selling
• Identify opportunities to cross-sell life insurance products and other financial services.
• Engage with existing customers to understand their evolving needs and recommend suitable products.
• Achieve cross-sell targets and contribute to the overall sales objectivesCorporate Worksite Activity
• Facilitate corporate worksite activities to generate footfall and new customer leads.
• Conduct presentations and workshops to educate corporate employees about insurance products and benefits.
• Convert corporate worksite leads into new customers by effectively communicating the value proposition of Bajaj Life Insurance products.Sales and Business Development
• Develop and implement strategies to achieve sales targets and business growth.
• Monitor market trends and competitor activities to identify new opportunities.
• Prepare and present sales reports and forecasts to management.Customer Service:
• Address customer inquiries and resolve issues promptly and professionally.
• Ensure compliance with all regulatory and company policies in customer interactions.
• Maintain accurate and up-to-date customer records and documentation.
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Relationship Manager
3 days ago
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Relationship Manager
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