Relationship Manager ( Direct Channel)

Role & responsibilities

Work on assigned leads and generate referrals from every visit thats made to customer.

To generate self sourced leads for generating the business

Giving advice to our clients for LI & GI requirements and other Financial products

Ensure that a comprehensive financial need analysis of customers is done and provide solutions based on analysis

Keeping up-to date on the latest Financial Investment news, Market Research.

To ensure client service standards are met & delivered at all categories of the Client

To handle after sales service issues related to product and resolving them to strengthen client faith

To prepare and present Retirement plans for client

To convert retirement planning leads provided by the company and as per company process

To make and manage fresh PSU Corporate Tie ups for consistent lead flow of retirement project

Ensure cross selling & Up selling of Financial product with Existing customers.

Ensure relationship building with team members for increasing Direct sales

To meet sales target of life products+ Non Life + Mutual funds +Bonds and other Investment Products

Preferred candidate profile

Candidate should keen to work in direct channel

Should have strong Product knowledge

Freshers can also apply for Kolkata Location