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Banking / Financial Services Jobs
Relationship Manager Advisory Full Time
Hiring Relationship Manager for Customer Advisory Team (CAT Channel)
Function: Service to Sales
Band 4
Reporting to: Area Relationship Manager
Job Summary
Direct customer service and sales to existing MLI customers through relationship building. ExistingCustomer 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 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 every day from the given customer database as per the campaign
Team Development (Subject to assessment)
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
Desired qualification and experience
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 25-32 years
Must own a conveyance
CTC: 4.75 Lacs