Relationship Officer
Published date: 2024/01/10
- Location: Chennai, Tamil Nadu, India
Hiring for Leading Banking Sector Job Title: Relationship Officer - Digital Sales Location: Chennai & Bangalore Roles and Responsibilities: As a part of the team the Relationship Officer will be responsible for:- 1. Managing a portfolio of 800-900 customers 2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value 3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life Credit Cards and Loans Basic Requirements: 1. Minimum 2-3 years of Sales Experience/ Key Account Management 2. Good Communication skills 3. Basic Excel knowledge and ability to perform non-complex data analysis 4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext. Mandatory Requirement: 1.AMFI/EUIN and IRDAI SP Certification Preferred Profiles: 1.Previous experience as a Relationship Manager in Banking, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sale Salary Range & Grade: 1.Grade would be M2 Deputy Manager 2. Salary range is max 6 Lakhs per annum fixed CTC. Kindly apply to senthil@provhr.in
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