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
Desired qualification and experience
0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 20-25 years
Must own a conveyance
Good communication skills