Relationship Manager (Direct Channel)
Published date: 2024/01/10
- Location: Bhubaneswar, Odisha , India
Company: In India's Leading Life Insurance Company
Department: Direct Channel (CAT)
Roles 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
• Focus on cross-sell up-sell opportunity in allocated customers.
• Ensure successful completion of licensing as per MLI standards
Contact Info
The Hr Friend Consultancy Services!
Call WhatsApp: +91 8918779569
Email: Career.thehrfriend@gmail.com
Department: Direct Channel (CAT)
Roles 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
• Focus on cross-sell up-sell opportunity in allocated customers.
• Ensure successful completion of licensing as per MLI standards
Contact Info
The Hr Friend Consultancy Services!
Call WhatsApp: +91 8918779569
Email: Career.thehrfriend@gmail.com
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