Assistant Manager

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

Sales

• Focus on cross-sell & up-sell opportunity in allocated customers.
• Ensure successful completion of licensing as per MLI standardsRole & responsibilities

Preferred candidate profile

• 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate
• Minimum 6 months exposure to Life Insurance
• Age Bracket: 25-30 years
• Must own a conveyance

Perks and benefits