Relationship Officer

Job Description: Relationship Officer-Direct Distribution

• Number of Customer meeting per day
• Delivery of Minimum business guarantee
• Creating Leads through campaigns /Cold calling
• Documentation, logins & Issuance tracking.
• Lead / Feedback / Referral Updating on LMS
• Meeting Business targets: Achievement of Business plan
• Customer servicing/ Renewals

Job Specification

• Should have good local Network
• Should have sound knowledge of Financial Industry
• Good communication: English/ Hindi
• Local Candidate are preferred

Industry

• Insurance (Any Channel) but willing to work in Direct Distribution
• Banking, Broking/ Equity Market
• Other: Sales Background and matching Job Specification criteria