Relationship Manager

6 days ago


Chennai Coimbatore Pollachi, India Randstad Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

POSITION - CUSTOMER RELATIONS & RELATIONSHIP MANAGER

Products/ Services : Lockers, Deposits, 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.

Contact Person - Bharathi Raja HR

Contact No Call Me)

(Share Your Resume)

(Forward To Your Friends)

POSITION - RELATIONSHIP MANAGER

  • Develop and manage a portfolio of SME clients for general insurance

products

  • Achieve monthly, quarterly, and annual sales targets
  • Identify cross-selling and upselling opportunities
  • Conduct client meetings, presentations, and need-based product

recommendations

  • Liaise with underwriting and claims teams for smooth client servicing
  • Maintain accurate documentation and CRM updates
  • Develop channel partnerships, brokers, or agency networks to support

SME acquisition

  • Stay updated with IRDAI regulations, competitor products, and market

trends


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