Relationship Manager
- Kapil Consultancy
- 10 Positions
- 3 months ago
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Job Description
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by
company (called the Book of Relations- BoR).
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
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards.
Employement Category:
Employement Type: Full timeIndustry: InsuranceRole Category: Sales / BDFunctional Area: Not SpecifiedRole/Responsibilies: Relationship ManagerContact Details:
Company: Kapil ConsultancyLocation(s): Bharuch,+ View Contact
Keyskills: development direct sales business agency channel agent recruitment bfsi sales credit cards banking products loans insurance sales life insurance manager
Fraud Alert to job seekers!
₹ 0 to 4 Yr
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Kapil Consultancy
Kapil Consultancy is 14 years old recruitment agency with offices in Ahmedabad, Jaipur, Rajkot, Baroda. Now opened branch in Mallapur area [Opposite S2 Cinema] Hyderabad.
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