Branch Manager
2 weeks ago
Position - Branch Manager - Agency channel / Direct channel
KEY 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 Sales
 - Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards
 
Key Relationships (Internal /External)
- Internal HR/Trainers/Supervisors/Peers
 - External- Customers Key competencies/skills required
 - Process & Result orientation
 - Customer centricity & relationship building
 - Basic Computer Knowledge.
 - Good communication skills- English and regional language
 
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