KEY RESPONSIBILITIES
Service through relationship management
Establishing and strengthening relationship with the allocated customer
base.
Ensure retention of 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
Team Development (Subject to assessment)
Sales
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 22-36years
Must own a conveyance
Must own or buy a TAB
Keyskills: leadership communication direct sales casa sales sales banking sales good life insurance loan sales insurance officer life