Service To sales

3 days ago


Bengaluru Chennai Visakhapatnam, India Wego Consultants Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

Role & responsibilities

Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of customers in his/her allocated Book of Relations (existing customer database).
  • Act as single point of contact for customers for any customer query/complaint.
  • Identify financial goals of customers and providing financial planning assistance.
  • Competition Analysis for giving professional advice to customer
  • Fix self appointments everyday from the given customer database as per the campaign

Preferred candidate profile

  • 0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate
  • Must own a conveyance

Good communication skills


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